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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
Brent Boden (CRD# 5401670) is an Investment Advisor Representative working at Bb&t Securities, LLC in Crestview Hills, KY and has over 9 years of experience in the finance industry. Brent Boden 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.
Virginia Copley (CRD# 5317945) is an Investment Advisor Representative working at Bb&t Securities, LLC in Crestview Hills, KY and has over 10 years of experience in the finance industry. Virginia Copley 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 Mell (CRD# 3101164) is an Investment Advisor Representative working at Bb&t Securities, LLC in Crestview Hills, KY and has over 19 years of experience in the finance industry. Lisa Mell 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.
Bruce Baker (CRD# 1033893) is an Investment Advisor Representative working at Cetera Advisors LLC in Crestview Hills, KY and has over 35 years of experience in the finance industry.
Matthew Darpel (CRD# 4458588) is an Investment Advisor Representative working at Independent Financial Partners in Crestview Hills, KY and has over 16 years of experience in the finance industry.
Mark Dickman (CRD# 2066229) is an Investment Advisor Representative working at Independent Financial Partners in Crestview Hills, KY and has over 24 years of experience in the finance industry.
Patrick Harrigan (CRD# 2517056) is an Investment Advisor Representative working at Independent Financial Partners in Crestview Hills, KY and has over 23 years of experience in the finance industry.
Jamie Hatfield (CRD# 2069041) is an Investment Advisor Representative working at Commonwealth Financial Network in Crestview Hills, KY and has over 27 years of experience in the finance industry.
Jeffrey Hatfield (CRD# 1027565) is an Investment Advisor Representative working at Commonwealth Financial Network in Crestview Hills, KY and has over 31 years of experience in the finance industry.