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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
Bryan Pope (CRD# 3235579) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 9 years of experience in the finance industry.
Taylor Porter (CRD# 6449584) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 8 years of experience in the finance industry.
Thomas Poskin (CRD# 6421561) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 9 years of experience in the finance industry.
Susan Potter (CRD# 5766623) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, KY and has over 13 years of experience in the finance industry.
Robert Preston (CRD# 1740960) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lexington, KY and has over 36 years of experience in the finance industry.
Guy Quinn (CRD# 2212903) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 31 years of experience in the finance industry.
Jennifer Quire (CRD# 5528041) is an Investment Advisor Representative working at Wrenne Financial Planning LLC in Lexington, KY and has over 13 years of experience in the finance industry. Jennifer Quire 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.
Grant Rea (CRD# 3242082) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Georgetown, KY and has over 23 years of experience in the finance industry.
Robert Reames (CRD# 5166968) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 11 years of experience in the finance industry.
John Reed (CRD# 4336573) is an Investment Advisor Representative working at Avantax Advisory Services in Williamstown, KY and has over 23 years of experience in the finance industry.