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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
David Bates (CRD# 2391687) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 30 years of experience in the finance industry. David Bates 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 Battaglia (CRD# 6483214) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Louisville, KY and has over 9 years of experience in the finance industry.
Jennifer Bauer (CRD# 5776684) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Louisville, KY and has over 12 years of experience in the finance industry.
Phillip Beaman (CRD# 5605263) is an Investment Advisor Representative working at Lpl Financial LLC in New Albany, IN and has over 15 years of experience in the finance industry.
Junius Beaver (CRD# 2166997) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has over 32 years of experience in the finance industry.
Justin Beavers (CRD# 5946652) is an Investment Advisor Representative working at Edelman Financial Engines in Louisville, KY and has over 12 years of experience in the finance industry.
Randy Behymer (CRD# 2337562) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Louisville, KY and has over 24 years of experience in the finance industry.
Jeffrey Bellucci (CRD# 3186844) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 25 years of experience in the finance industry.
Matthew Benham (CRD# 5160287) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Louisville, KY and has over 17 years of experience in the finance industry.
Jerald Bennett (CRD# 2321637) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sellersburg, IN and has over 31 years of experience in the finance industry.