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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
William Carter (CRD# 5571733) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Florence, KY and has over 15 years of experience in the finance industry.
Alan Childs (CRD# 6530625) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Elsmere, KY and has over 8 years of experience in the finance industry.
Richard Combs (CRD# 1984519) is an Investment Advisor Representative working at Edward Jones in Erlanger, KY and has over 34 years of experience in the finance industry.
David Coppage (CRD# 2549103) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Florence, KY and has over 29 years of experience in the finance industry. David Coppage 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.
Paul Cox (CRD# 2295438) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Independence, KY and has over 31 years of experience in the finance industry.
Jodi Crouch (CRD# 2974678) is an Investment Advisor Representative working at Huntington Financial Advisors in Burlington, KY and has over 26 years of experience in the finance industry.
Scott D'amico (CRD# 4536326) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Florence, KY and has over 21 years of experience in the finance industry.
Matthew Darpel (CRD# 4458588) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Crestview Hills, KY and has over 22 years of experience in the finance industry.
Karl Diebold (CRD# 2703511) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Crestview Hills, KY and has over 28 years of experience in the finance industry. Karl Diebold 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.
Thomas Dillon (CRD# 5484049) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 15 years of experience in the finance industry.