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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
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.
Thomas Barrick (CRD# 6304340) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Taylor Mill, KY and has over 9 years of experience in the finance industry.
Andrew Bertke (CRD# 3143337) is an Investment Advisor Representative working at Biechele Royce Advisors, Inc. in Crestview Hills, KY and has 1 year of experience in the finance industry.
Justin Black (CRD# 5583227) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Highland Heights, KY and has over 15 years of experience in the finance industry.
Edward Bosch (CRD# 2292022) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 31 years of experience in the finance industry.
Scott Brooks (CRD# 2745491) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Edgewood, KY and has over 27 years of experience in the finance industry. Scott Brooks 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.
Christopher Browning (CRD# 2540621) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Amelia, OH and has over 29 years of experience in the finance industry. Christopher Browning 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 Butler (CRD# 6429682) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Crestview Hills, KY and has over 9 years of experience in the finance industry.
Jason Calvert (CRD# 4703366) is an Investment Advisor Representative working at Edward Jones in Florence, KY and has over 20 years of experience in the finance industry.
Carl Campbell (CRD# 6997112) is an Investment Advisor Representative working at Edward Jones in Florence, KY and has over 5 years of experience in the finance industry.