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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
John Bryant (CRD# 1303750) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winchester, KY and has over 39 years of experience in the finance industry.
Charles Buckley (CRD# 1752633) is an Investment Advisor Representative working at Spectrum Financial Alliance, Ltd., LLC in Nicholasville, KY and has over 36 years of experience in the finance industry. Charles Buckley 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 Bundy (CRD# 6982613) is an Investment Advisor Representative working at Dean Dorton Wealth Management, LLC in Lexington, KY and has over 5 years of experience in the finance industry.
Matthew Burlew (CRD# 6057247) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, KY and has over 11 years of experience in the finance industry. Matthew Burlew 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 Burton (CRD# 6462101) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 9 years of experience in the finance industry. Brian Burton 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.
Rebecca Busalacchi (CRD# 4749708) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 19 years of experience in the finance industry.
Stephen Byars (CRD# 7068766) is an Investment Advisor Representative working at Moneywatch Advisors, Inc. in Lexington, KY and has 1 year of experience in the finance industry. Stephen Byars 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 Cadwell (CRD# 6387187) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 9 years of experience in the finance industry.
Scott Carius (CRD# 3211352) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 24 years of experience in the finance industry.
Mary Carr (CRD# 6083521) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Lexington, KY and has over 9 years of experience in the finance industry.