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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
Shannon Lipp (CRD# 4561434) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 2 years of experience in the finance industry.
Matthew Lobaugh (CRD# 5840890) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 8 years of experience in the finance industry.
Gary London (CRD# 4322928) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 8 years of experience in the finance industry.
Curtis Ludwick (CRD# 2158344) is an Investment Advisor Representative working at Renaissance Investment Management in Covington, KY and has over 30 years of experience in the finance industry.
Marshal Luning (CRD# 6626577) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 8 years of experience in the finance industry.
Michael Maisel (CRD# 4214372) is an Investment Advisor Representative working at Legacy Financial Advisors, Inc. in Covington, KY and has over 23 years of experience in the finance industry.
Lori Matthews (CRD# 5211034) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 17 years of experience in the finance industry.
Morgan Maxwell (CRD# 6874770) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 6 years of experience in the finance industry.
Samantha McComas (CRD# 5405188) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 16 years of experience in the finance industry.
Mariann McDermott (CRD# 2513823) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Covington, KY and has over 26 years of experience in the finance industry. Mariann McDermott 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.