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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Ben Campbell (CRD# 6691618) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bowling Green, KY and has over 7 years of experience in the finance industry.
Tamara Clark (CRD# 4807059) is an Investment Advisor Representative working at Lincoln Investment in Bowling Green, KY and has over 14 years of experience in the finance industry.
David Clutter (CRD# 4633611) is an Investment Advisor Representative working at Primerica Advisors in Portland, TN and has over 21 years of experience in the finance industry.
Trevor Coe (CRD# 5073318) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Russellville, KY and has over 18 years of experience in the finance industry. Trevor Coe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sarah Delk (CRD# 6012972) is an Investment Advisor Representative working at Edward Jones in Bowling Green, KY and has over 12 years of experience in the finance industry.
Hunter Doyle (CRD# 4812556) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bowling Green, KY and has over 19 years of experience in the finance industry.
Vann Doyle (CRD# 1840866) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bowling Green, KY and has over 35 years of experience in the finance industry.
Stephen Dubarry (CRD# 6627108) is an Investment Advisor Representative working at Stewardship Partners Investment Counsel, Inc. in Olmstead, KY and has 1 year of experience in the finance industry.
Richard Fontenot (CRD# 5444780) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 16 years of experience in the finance industry. Richard Fontenot has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Garrett (CRD# 5260117) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 15 years of experience in the finance industry. Matthew Garrett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.