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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
Patricia Long (CRD# 3206825) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, KY and has over 24 years of experience in the finance industry.
Russell McAlister (CRD# 2914778) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 26 years of experience in the finance industry.
Lucas McAvoy (CRD# 6837203) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 6 years of experience in the finance industry.
Christopher Menser (CRD# 5432302) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 16 years of experience in the finance industry.
Rickie Miller (CRD# 2847881) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 27 years of experience in the finance industry.
Vincent Montgomery (CRD# 6686156) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry.
Justin Moore (CRD# 5705776) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 14 years of experience in the finance industry.
James Mullins (CRD# 4548105) is an Investment Advisor Representative working at Investments & Financial Planning, LLC in Lexington, KY and has over 21 years of experience in the finance industry.
David Neal (CRD# 2665518) is an Investment Advisor Representative working at D. Scott Neal, Inc. in Lexington, KY and has over 28 years of experience in the finance industry. David Neal 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.
Michael Osborne (CRD# 5309494) is an Investment Advisor Representative working at New Millennium Asset Management, Inc. in Richmond, KY and has over 17 years of experience in the finance industry.