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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
Derek Hull (CRD# 2371914) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bowling Green, KY and has over 30 years of experience in the finance industry. Derek Hull 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 Idlett (CRD# 4445846) is an Investment Advisor Representative working at Edward Jones in Bowling Green, KY and has over 21 years of experience in the finance industry.
James Jefferson (CRD# 2573564) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 29 years of experience in the finance industry.
Terry Jones (CRD# 4304592) is an Investment Advisor Representative working at Edward Jones in Springfield, TN and has over 23 years of experience in the finance industry. Terry Jones 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.
Jacqueline Keltner (CRD# 5508817) 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. Jacqueline Keltner 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.
Randal King (CRD# 5233298) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, KY and has over 17 years of experience in the finance industry.
Justin Manship (CRD# 6548057) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bowling Green, KY and has over 8 years of experience in the finance industry.
Steven Marr (CRD# 4177517) is an Investment Advisor Representative working at Edward Jones in Franklin, KY and has over 23 years of experience in the finance industry.
Joshua Marson (CRD# 5746989) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 11 years of experience in the finance industry.
Lewis Mason (CRD# 2257293) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bowling Green, KY and has over 31 years of experience in the finance industry. Lewis Mason 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.