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Distance Only Bellevue, KY
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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
Gerald Barone (CRD# 2930685) is an Investment Advisor Representative working at Avantax Advisory Services in Bellevue, KY and has over 26 years of experience in the finance industry.
Richard Durso (CRD# 1164696) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bellevue, KY and has over 39 years of experience in the finance industry. Richard Durso 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.
Mackey McNeill (CRD# 2872751) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 27 years of experience in the finance industry.
John Nunan (CRD# 6045650) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 11 years of experience in the finance industry.
Andrew Pulsfort (CRD# 4772615) is an Investment Advisor Representative working at The Prosperity People in Bellevue, KY and has over 19 years of experience in the finance industry. Andrew Pulsfort 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.
Maxwell Kosman (CRD# 7165948) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bellevue, KY and has 1 year of experience in the finance industry.