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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
Phillip Walker (CRD# 1903416) is an Investment Advisor Representative working at Tony Walker Financial in Bowling Green, KY and has over 34 years of experience in the finance industry.
David White (CRD# 2308718) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bowling Green, KY and has over 31 years of experience in the finance industry.
Lloyd Williford (CRD# 4547213) is an Investment Advisor Representative working at Morgan Stanley in Bowling Green, KY and has over 21 years of experience in the finance industry.
Tony Witty (CRD# 2829795) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bowling Green, KY and has over 27 years of experience in the finance industry.
John Yates (CRD# 5026656) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bowling Green, KY and has over 18 years of experience in the finance industry.
Michael Young (CRD# 2913416) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 26 years of experience in the finance industry.
Seth Alexander (CRD# 7305178) is an Investment Advisor Representative working at Edward Jones in Bowling Green, KY and has over 3 years of experience in the finance industry.
Brandon Beckham (CRD# 7027921) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bowling Green, KY and has over 3 years of experience in the finance industry. Brandon Beckham 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.
Chris Brown (CRD# 7732688) is an Investment Advisor Representative working at Birdie Retirement Planning in Bowling Green, KY and has 1 year of experience in the finance industry. Chris Brown 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.
William Coker (CRD# 7659253) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bowling Green, KY and has 1 year of experience in the finance industry.