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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
Richard Corbett (CRD# 2909721) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 26 years of experience in the finance industry.
Gregory Couch (CRD# 4910345) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 18 years of experience in the finance industry.
Melissa Creditt (CRD# 5390341) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 16 years of experience in the finance industry.
Daniel Czulno (CRD# 5898394) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 10 years of experience in the finance industry. Daniel Czulno 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.
Margaret Daniels (CRD# 4914497) is an Investment Advisor Representative working at Advice And Planning Services in Lexington, KY and has over 15 years of experience in the finance industry.
Mohua Das (CRD# 5242322) is an Investment Advisor Representative working at Crimson Oak Wealth Management, LLC in Lexington, KY and has over 17 years of experience in the finance industry. Mohua Das 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.
James Davis (CRD# 4377678) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, KY and has over 22 years of experience in the finance industry.
John Davis (CRD# 3002457) is an Investment Advisor Representative working at Independent Financial Partners in Lexington, KY and has over 26 years of experience in the finance industry.
Johnathon Davis (CRD# 2294210) is an Investment Advisor Representative working at American Capital Management, Inc. in Lexington, KY and has over 31 years of experience in the finance industry.
Robert Davis (CRD# 3238048) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, KY and has over 24 years of experience in the finance industry.