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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
Vincent Montgomery (CRD# 6686156) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry.
James Mullins (CRD# 4548105) is an Investment Advisor Representative working at Investments & Financial Planning, LLC in Lexington, KY and has over 21 years of experience in the finance industry.
David Neal (CRD# 2665518) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has over 28 years of experience in the finance industry. David Neal 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.
Byron Patton (CRD# 4717216) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Lexington, KY and has over 20 years of experience in the finance industry.
Justin Perkins (CRD# 5956190) is an Investment Advisor Representative working at Cuso Financial Services in Lexington, KY and has over 11 years of experience in the finance industry.
Trenton Randall (CRD# 5409772) is an Investment Advisor Representative working at Lpl Financial LLC in Perryville, KY and has over 16 years of experience in the finance industry.
Patrick Rase (CRD# 4693623) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lexington, KY and has over 20 years of experience in the finance industry.
Charity Reed (CRD# 5785491) is an Investment Advisor Representative working at Edward Jones in Nicholasville, KY and has over 13 years of experience in the finance industry.
Thomas Roberts (CRD# 4013948) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 24 years of experience in the finance industry.
Stephen Robertson (CRD# 6062139) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 11 years of experience in the finance industry.