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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
Mark Wilden (CRD# 1432558) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 38 years of experience in the finance industry.
Robert Williams (CRD# 4204938) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 24 years of experience in the finance industry.
James Wilson (CRD# 2541844) is an Investment Advisor Representative working at Lpl Financial LLC in Dry Ridge, KY and has over 29 years of experience in the finance industry.
Wesley Wilson (CRD# 6942003) is an Investment Advisor Representative working at Edward Jones in Lexington, KY and has over 6 years of experience in the finance industry.
Ralph Wimsatt (CRD# 1722548) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 36 years of experience in the finance industry.
Jennifer Wooldridge (CRD# 4775385) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 17 years of experience in the finance industry.
Miranda Wyles (CRD# 5169096) is an Investment Advisor Representative working at Edward Jones in Paris, KY and has over 17 years of experience in the finance industry.
Tim Yessin (CRD# 5752278) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lexington, KY and has over 13 years of experience in the finance industry.
Frank Yozwiak (CRD# 6864231) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 6 years of experience in the finance industry. Frank Yozwiak 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.
Suzanne Powell (CRD# 4752270) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 18 years of experience in the finance industry.