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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
Jeffrey Dunn (CRD# 2423145) is an Investment Advisor Representative working at Edward Jones in Union, KY and has over 30 years of experience in the finance industry.
Dawne Ferland (CRD# 2893989) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Union, KY and has over 26 years of experience in the finance industry.
Amanda Ives (CRD# 5215712) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Union, KY and has over 17 years of experience in the finance industry.
Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry. Matthew Lyon 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 Scheel (CRD# 5003698) is an Investment Advisor Representative working at Profolio Investments, Inc. in Union, KY and has over 16 years of experience in the finance industry.
Todd Wartman (CRD# 2665350) is an Investment Advisor Representative working at Lincoln Investment in Union, KY and has over 28 years of experience in the finance industry.
Gary Williams (CRD# 1683965) is an Investment Advisor Representative working at United Advisor Group in Union, KY and has over 36 years of experience in the finance industry. Gary Williams 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.
Cynthia Cason (CRD# 7466252) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Union, KY and has over 2 years of experience in the finance industry.
Danielle Maxwell (CRD# 5406184) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Union, KY and has over 16 years of experience in the finance industry.
Bryan McClatchie (CRD# 7618045) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Union, KY and has 1 year of experience in the finance industry.