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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
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.
Anthony Davidson (CRD# 2949187) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Lexington, KY and has over 26 years of experience in the finance industry.
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.
Kyrk Davis (CRD# 6718966) is an Investment Advisor Representative working at On Investment Management Co in Lexington, KY and has over 6 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.
David Demarest (CRD# 4843128) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lexington, KY and has over 19 years of experience in the finance industry.
Angela Dement (CRD# 3181269) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 23 years of experience in the finance industry.