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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 Farrell (CRD# 7256991) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Thomas, KY and has over 3 years of experience in the finance industry.
Richard Kohl (CRD# 7316191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Thomas, KY and has over 3 years of experience in the finance industry.
Brandi Kohlsmith (CRD# 4439819) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Thomas, KY and has 1 year of experience in the finance industry.
Gary Simon (CRD# 5049096) is an Investment Advisor Representative working at Trpc Advisory Services in Fort Thomas, KY and has over 7 years of experience in the finance industry.
Thomas Walsh (CRD# 1210661) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 29 years of experience in the finance industry.
Alexis Abanto-Wolf (CRD# 6665238) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Morrow, OH and has over 6 years of experience in the finance industry.
Ted Abner (CRD# 6208290) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 10 years of experience in the finance industry.
Gregory Achten (CRD# 2076400) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Cincinnati, OH and has over 33 years of experience in the finance industry.
Joanna Adams (CRD# 6251091) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cincinnati, OH and has over 7 years of experience in the finance industry.
John Adams (CRD# 1283765) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cincinnati, OH and has over 39 years of experience in the finance industry.