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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
Valerie Downs (CRD# 5079238) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Bardstown, KY and has over 17 years of experience in the finance industry.
Perry Dressler (CRD# 4504687) is an Investment Advisor Representative working at Edward Jones in Harrodsburg, KY and has over 21 years of experience in the finance industry.
Charles Goldie (CRD# 5257598) is an Investment Advisor Representative working at Lpl Financial LLC in Harrodsburg, KY and has over 17 years of experience in the finance industry.
Sarah Hite (CRD# 5029375) is an Investment Advisor Representative working at Edward Jones in Bardstown, KY and has over 18 years of experience in the finance industry.
James Hoerter (CRD# 5609621) is an Investment Advisor Representative working at Federal Hill Capital Management in Bardstown, KY and has over 15 years of experience in the finance industry.
Nathaniel Jordan (CRD# 6351338) is an Investment Advisor Representative working at Edward Jones in Bardstown, KY and has over 9 years of experience in the finance industry.
Travis Kuntz (CRD# 4997474) is an Investment Advisor Representative working at Edward Jones in Bardstown, KY and has over 18 years of experience in the finance industry.
Leland Lanway (CRD# 2273090) is an Investment Advisor Representative working at Your Best Move Inc. in Bardstown, KY and has over 26 years of experience in the finance industry. Leland Lanway 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.
Jared Long (CRD# 6013206) is an Investment Advisor Representative working at Edward Jones in Harrodsburg, KY and has over 11 years of experience in the finance industry.
Andrew Meredith (CRD# 4906069) is an Investment Advisor Representative working at Federal Hill Capital Management in Bardstown, KY and has over 18 years of experience in the finance industry.