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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
Alexander Roig (CRD# 4552448) is an Investment Advisor Representative working at On Investment Management Co in Lexington, KY and has over 20 years of experience in the finance industry.
Arthur Salomon (CRD# 409484) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 24 years of experience in the finance industry.
Seth Salomon (CRD# 4277453) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 12 years of experience in the finance industry.
John Saunier (CRD# 6511536) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winchester, KY and has over 8 years of experience in the finance industry.
William Shaffer (CRD# 4264997) is an Investment Advisor Representative working at Edward Jones in Richmond, KY and has over 23 years of experience in the finance industry.
Jeffrey Sheppard (CRD# 6708038) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 5 years of experience in the finance industry.
David Short (CRD# 4521911) is an Investment Advisor Representative working at Investments & Financial Planning, LLC in Lexington, KY and has over 22 years of experience in the finance industry. David Short 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.
John Short (CRD# 3207486) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, KY and has over 25 years of experience in the finance industry.
Jordan Short (CRD# 6600476) is an Investment Advisor Representative working at Fwg Investments, LLC in Lexington, KY and has over 7 years of experience in the finance industry. Jordan Short 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.
David Smyth (CRD# 3269211) is an Investment Advisor Representative working at On Investment Management Co in Lexington, KY and has over 24 years of experience in the finance industry.