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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
Daniel Nellen (CRD# 3086481) is an Investment Advisor Representative working at Lpl Financial LLC in Louisville, KY and has over 25 years of experience in the finance industry.
Kurt Opella (CRD# 2451863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Washington, KY and has over 30 years of experience in the finance industry.
James Owen (CRD# 5454356) is an Investment Advisor Representative working at Owen Larue Financial Group in Elizabethtown, KY and has over 16 years of experience in the finance industry.
Richard Page (CRD# 4925264) is an Investment Advisor Representative working at Page Financial Services, LLC in Louisville, KY and has over 19 years of experience in the finance industry.
Regina Parsley-Byrd (CRD# 1422696) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Hodgenville, KY and has over 38 years of experience in the finance industry.
Dylan Pfeffer (CRD# 6085123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 10 years of experience in the finance industry.
Adam Poff (CRD# 4935489) is an Investment Advisor Representative working at Edward Jones in Lebanon, KY and has over 19 years of experience in the finance industry.
David Reynolds (CRD# 2849488) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Shepherdsville, KY and has over 27 years of experience in the finance industry.
Kris Robbins (CRD# 3088247) is an Investment Advisor Representative working at Clearleaf in Louisville, KY and has over 6 years of experience in the finance industry.
Fon Rogers (CRD# 6741511) is an Investment Advisor Representative working at Equity Advisors Of Kentucky Inc. in Waddy, KY and has over 7 years of experience in the finance industry. Fon Rogers 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.