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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
Phillip Donald (CRD# 6855950) is an Investment Advisor Representative working at Sharebuilder 401k in Georgetown, KY and has over 6 years of experience in the finance industry.
David Dowell (CRD# 1054637) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 41 years of experience in the finance industry.
James Downing (CRD# 5226873) is an Investment Advisor Representative working at Mcf Advisors, LLC in Lexington, KY and has over 17 years of experience in the finance industry. James Downing 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.
Timothy Dunn (CRD# 6908843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 6 years of experience in the finance industry.
Frederic Dupree (CRD# 1562908) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Lexington, KY and has over 35 years of experience in the finance industry.
Thomas Dupree (CRD# 860749) is an Investment Advisor Representative working at Dupree Financial Group, LLC in Lexington, KY and has over 40 years of experience in the finance industry.
Brittany Edelen (CRD# 5931208) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, KY and has over 12 years of experience in the finance industry.
Phillip Elliott (CRD# 1410115) is an Investment Advisor Representative working at Sunbelt Securities in Lexington, KY and has over 38 years of experience in the finance industry.
Noelle Evans (CRD# 5572809) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, KY and has over 10 years of experience in the finance industry.
Tammy Farley (CRD# 6439475) is an Investment Advisor Representative working at Acuity Wealth Management Advisors in Lexington, KY and has 1 year of experience in the finance industry. Tammy Farley 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.