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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
Shelby Fink (CRD# 2769146) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, KY and has over 27 years of experience in the finance industry.
William Finnell (CRD# 2660940) is an Investment Advisor Representative working at Proactive Wealth Management in Lexington, KY and has over 28 years of experience in the finance industry.
Logan Foster (CRD# 2124097) is an Investment Advisor Representative working at Foster Investment Services in Lexington, KY and has over 33 years of experience in the finance industry.
Matthew Fresca (CRD# 4535846) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lexington, KY and has over 21 years of experience in the finance industry.
Matthew Fritts (CRD# 5157848) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 17 years of experience in the finance industry.
Matthew Galbraith (CRD# 5761449) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 12 years of experience in the finance industry.
Elizabeth Gardinier (CRD# 6338006) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lexington, KY and has over 8 years of experience in the finance industry.
Julius Garlington (CRD# 1579714) is an Investment Advisor Representative working at Edge Capital Group, LLC in Lexington, KY and has over 36 years of experience in the finance industry.
Allen Garner (CRD# 806763) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Lexington, KY and has over 35 years of experience in the finance industry. Allen Garner 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.
Zachary Gates (CRD# 3111273) is an Investment Advisor Representative working at Wells Fargo Advisors in Lexington, KY and has over 25 years of experience in the finance industry. Zachary Gates 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.