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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
Jonathan Rase (CRD# 6536482) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lexington, KY and has over 4 years of experience in the finance industry.
Sean Richmond (CRD# 7665302) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Lexington, KY and has 1 year of experience in the finance industry.
Christopher Saccomanno (CRD# 6307187) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has over 10 years of experience in the finance industry. Christopher Saccomanno 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.
Brian Shelton (CRD# 5731774) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lexington, KY and has over 8 years of experience in the finance industry.
Kimborah Speir (CRD# 7160024) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 4 years of experience in the finance industry.
Aaron Stelter (CRD# 7540605) is an Investment Advisor Representative working at Triple Crown Wealth Management in Lexington, KY and has 1 year of experience in the finance industry.
Andrew Turner (CRD# 7263334) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 2 years of experience in the finance industry.
Gianna Vennari (CRD# 7794328) is an Investment Advisor Representative working at Gradient Advisors, LLC in Lexington, KY and has 1 year of experience in the finance industry.
Marcus Wade (CRD# 7491265) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lexington, KY and has over 2 years of experience in the finance industry.
Victoria Watson (CRD# 7049721) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 4 years of experience in the finance industry.