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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
Zachary Van Zant (CRD# 6522126) is an Investment Advisor Representative working at Concourse Financial Group Advisors in La Grange, KY and has over 8 years of experience in the finance industry. Zachary Van Zant 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.
Robert Walker (CRD# 729738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Florence, KY and has over 42 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.
Paul Webster (CRD# 2175638) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Hebron, KY and has over 32 years of experience in the finance industry.
Kevin Widener (CRD# 3026853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Florence, KY and has over 25 years of experience in the finance industry.
John Wieman (CRD# 2535320) is an Investment Advisor Representative working at Primerica Advisors in Cincinnati, OH and has over 29 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.
Adam Worrell (CRD# 6070428) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hebron, KY and has over 11 years of experience in the finance industry.
Sam Zeibak (CRD# 2185215) is an Investment Advisor Representative working at Huntington Financial Advisors in Florence, KY and has over 32 years of experience in the finance industry.
Jennifer Anderson (CRD# 5489546) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Florence, KY and has over 15 years of experience in the finance industry.