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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
Jeffry Diacono (CRD# 2622532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 28 years of experience in the finance industry.
William Doepker (CRD# 2211163) is an Investment Advisor Representative working at Altus Wealth Management, LLC in Fort Mitchell, KY and has over 31 years of experience in the finance industry. William Doepker 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.
Jennifer Drapp (CRD# 2609123) is an Investment Advisor Representative working at Huntington Financial Advisors in Fort Mitchell, KY and has over 28 years of experience in the finance industry.
Joseph Duffey (CRD# 2250218) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Fort Mitchell, KY and has over 27 years of experience in the finance industry.
David Gray (CRD# 6468480) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 7 years of experience in the finance industry.
Scott Gumble (CRD# 6175955) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Mitchell, KY and has over 10 years of experience in the finance industry. Scott Gumble 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.
Randie Hagelman (CRD# 5291469) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Mitchell, KY and has over 17 years of experience in the finance industry.
Robert Hageman (CRD# 6721115) is an Investment Advisor Representative working at Edward Jones in Fort Mitchell, KY and has over 7 years of experience in the finance industry.
Steven Hamann (CRD# 5224041) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 14 years of experience in the finance industry.
Michael Head (CRD# 2138763) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Fort Mitchell, KY and has over 8 years of experience in the finance industry.