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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
Daniel McGowan (CRD# 4545107) is an Investment Advisor Representative working at Pnc Investments in Versailles, KY and has over 21 years of experience in the finance industry.
John McIntosh (CRD# 1628269) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 37 years of experience in the finance industry. John McIntosh 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.
Brian McKeown (CRD# 1499069) is an Investment Advisor Representative working at Russell Capital Management, LLC in Lexington, KY and has over 37 years of experience in the finance industry.
James Meek (CRD# 4809097) is an Investment Advisor Representative working at Advice And Planning Services in Lexington, KY and has over 19 years of experience in the finance industry.
Brett Meers (CRD# 5802278) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lexington, KY and has over 8 years of experience in the finance industry.
Derek Merkler (CRD# 6742666) is an Investment Advisor Representative working at Xypn Invest in Georgetown, KY and has over 7 years of experience in the finance industry. Derek Merkler 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 Mitchell (CRD# 6933539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 5 years of experience in the finance industry.
William Montell (CRD# 6128696) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 11 years of experience in the finance industry.
Christian Moore (CRD# 4993330) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, KY and has over 18 years of experience in the finance industry.
John Morton (CRD# 6580382) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Mount Sterling, KY and has over 8 years of experience in the finance industry.