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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
Wayne Schroeder (CRD# 7503760) is an Investment Advisor Representative working at Oakdale Financial Services, LLC in Clearfield, KY and has over 2 years of experience in the finance industry.
Jayson Capling (CRD# 4271012) is an Investment Advisor Representative working at Lpl Financial LLC in Grayson, KY and has over 23 years of experience in the finance industry.
Rhonda Curran Koth (CRD# 6895346) is an Investment Advisor Representative working at Edward Jones in Flemingsburg, KY and has over 6 years of experience in the finance industry.
Wesley Holland (CRD# 5732557) is an Investment Advisor Representative working at Edward Jones in Morehead, KY and has over 14 years of experience in the finance industry.
Anthony McGlone (CRD# 4156795) is an Investment Advisor Representative working at Edward Jones in Flemingsburg, KY and has over 23 years of experience in the finance industry. Anthony McGlone 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 Roar (CRD# 4961810) is an Investment Advisor Representative working at Lpl Financial LLC in Grayson, KY and has over 18 years of experience in the finance industry.
Tamara Williams (CRD# 2942987) is an Investment Advisor Representative working at Archer Investment Corporation in Grayson, KY and has over 26 years of experience in the finance industry. Tamara 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.
James Wilson (CRD# 3160105) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Erlanger, KY and has over 25 years of experience in the finance industry.
Mickey Miller (CRD# 1725402) is an Investment Advisor Representative working at Avantax Advisory Services in Grayson, KY and has over 36 years of experience in the finance industry.
Saundra Newton (CRD# 6030565) is an Investment Advisor Representative working at Edward Jones in Morehead, KY and has over 4 years of experience in the finance industry.