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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
Larry Crosthwaite (CRD# 3083003) is an Investment Advisor Representative working at Benjamin F. Edwards Wealth Management, LLC in Lexington, KY and has over 25 years of experience in the finance industry.
Heidi Crutchfield (CRD# 3164210) is an Investment Advisor Representative working at Edward Jones in Danville, KY and has over 8 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 16 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.
David Dedman (CRD# 2392198) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, KY and has over 30 years of experience in the finance industry.
Brian Dehoag (CRD# 4216477) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lexington, KY and has over 23 years of experience in the finance industry.