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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
Vann Doyle (CRD# 1840866) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bowling Green, KY and has over 35 years of experience in the finance industry.
Stephen Dubarry (CRD# 6627108) is an Investment Advisor Representative working at Stewardship Partners Investment Counsel, Inc. in Olmstead, KY and has 1 year of experience in the finance industry.
Jeff Fink (CRD# 5645604) is an Investment Advisor Representative working at Lpl Financial LLC in Springfield, TN and has over 14 years of experience in the finance industry.
Richard Fontenot (CRD# 5444780) is an Investment Advisor Representative working at Journey Financial Management, LLC in Bowling Green, KY and has over 16 years of experience in the finance industry. Richard Fontenot 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.
Matthew Garrett (CRD# 5260117) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 15 years of experience in the finance industry. Matthew Garrett 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.
Philip Gibbs (CRD# 6455252) is an Investment Advisor Representative working at Trella Wealth in Bowling Green, KY and has over 9 years of experience in the finance industry. Philip Gibbs 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.
Chad Goodman (CRD# 5210782) is an Investment Advisor Representative working at Lpl Financial LLC in Bowling Green, KY and has over 17 years of experience in the finance industry. Chad Goodman 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 Gray (CRD# 5902753) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bowling Green, KY and has over 12 years of experience in the finance industry.
David Greer (CRD# 6806643) is an Investment Advisor Representative working at Pnc Investments in Bowling Green, KY and has over 6 years of experience in the finance industry.
Patrick Grewe (CRD# 1953039) is an Investment Advisor Representative working at Edward Jones in Greenville, KY and has over 33 years of experience in the finance industry.