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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
Hillaree Bosch (CRD# 6512022) is an Investment Advisor Representative working at Money Concepts Advisory Service in Louisville, KY and has over 7 years of experience in the finance industry.
John Bossle (CRD# 6476718) is an Investment Advisor Representative working at Equitable Advisors, LLC in Louisville, KY and has over 8 years of experience in the finance industry.
William Boyd (CRD# 6302572) is an Investment Advisor Representative working at Edward Jones in Louisville, KY and has over 9 years of experience in the finance industry.
George Brakmeier (CRD# 5097693) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pewee Valley, KY and has over 13 years of experience in the finance industry.
Michael Brooks (CRD# 1921579) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Bardstown, KY and has over 35 years of experience in the finance industry.
Robert Brown (CRD# 3047091) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frankfort, KY and has over 23 years of experience in the finance industry.
Cheryl Burress (CRD# 4856572) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 19 years of experience in the finance industry.
Amanda Caffee (CRD# 6558671) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Louisville, KY and has over 5 years of experience in the finance industry.
Wyatt Callison (CRD# 6743425) is an Investment Advisor Representative working at Dmlo Wealth Planning, LLC in Louisville, KY and has over 5 years of experience in the finance industry. Wyatt Callison 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.
Ashley Cassity (CRD# 5854540) is an Investment Advisor Representative working at Edward Jones in Shelbyville, KY and has over 13 years of experience in the finance industry.