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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
Beverly Clark (CRD# 1378198) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 38 years of experience in the finance industry.
Laura Clark (CRD# 4270026) is an Investment Advisor Representative working at Reliant Wealth Planning, LLC in Louisville, KY and has over 23 years of experience in the finance industry. Laura Clark 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.
Lisa Clark (CRD# 1900365) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Louisville, KY and has over 31 years of experience in the finance industry.
Thomas Clark (CRD# 3072723) is an Investment Advisor Representative working at Alexander Investment Services Company in Louisville, KY and has over 25 years of experience in the finance industry.
William Clark (CRD# 6315017) is an Investment Advisor Representative working at Accredited Wealth Management LLC in Louisville, KY and has over 9 years of experience in the finance industry.
Anna Coats (CRD# 6569663) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 8 years of experience in the finance industry.
Stuart Coats (CRD# 4582009) is an Investment Advisor Representative working at Coats Financial Planning in Louisville, KY and has over 23 years of experience in the finance industry. Stuart Coats 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.
Tony Coffey (CRD# 2464952) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 29 years of experience in the finance industry.
John Cogswell (CRD# 4486644) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Shelbyville, KY and has over 22 years of experience in the finance industry.
Wesley Collard (CRD# 6308941) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Louisville, KY and has over 10 years of experience in the finance industry.