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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
Jonathan Daniels (CRD# 6388436) is an Investment Advisor Representative working at Pnc Investments in Richmond, KY and has over 9 years of experience in the finance industry.
Angela Drake (CRD# 6401564) is an Investment Advisor Representative working at Lpl Financial LLC in Irvine, KY and has over 9 years of experience in the finance industry.
William Duncan (CRD# 7065590) is an Investment Advisor Representative working at Edward Jones in Stanford, KY and has over 5 years of experience in the finance industry.
Jason Flynn (CRD# 4376928) is an Investment Advisor Representative working at Edward Jones in Stanford, KY and has over 22 years of experience in the finance industry.
Gerald Gilinsky (CRD# 3174231) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nicholasville, KY and has over 23 years of experience in the finance industry.
Jerry Goble (CRD# 2357082) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, KY and has over 20 years of experience in the finance industry.
Rachel Hooker (CRD# 6662351) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Richmond, KY and has over 7 years of experience in the finance industry.
David Johns (CRD# 4008046) is an Investment Advisor Representative working at Edward Jones in Berea, KY and has over 23 years of experience in the finance industry.
Harvey Little (CRD# 5487935) is an Investment Advisor Representative working at Wh Wealth Management LLC in Berea, KY and has over 18 years of experience in the finance industry. Harvey Little 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.