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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
Phillip Sexton (CRD# 6319731) is an Investment Advisor Representative working at Edward Jones in Versailles, KY and has over 10 years of experience in the finance industry.
Alexis-rae Sharma (CRD# 4723392) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 20 years of experience in the finance industry. Alexis-rae Sharma 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.
Rischi Sharma (CRD# 3053918) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 25 years of experience in the finance industry. Rischi Sharma 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.
Jennifer Shliakhau (CRD# 6830029) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 5 years of experience in the finance industry.
Nathan Slyh (CRD# 5109707) is an Investment Advisor Representative working at Advisory Services Network in Lexington, KY and has over 18 years of experience in the finance industry. Nathan Slyh 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.
Terry Smallwood (CRD# 2902493) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, KY and has over 26 years of experience in the finance industry.
Kristin Smith (CRD# 6252684) 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.
William Smith (CRD# 2875689) is an Investment Advisor Representative working at Rfg Advisory, LLC in Williamstown, KY and has over 27 years of experience in the finance industry.
Kevin Stinnett (CRD# 2762934) is an Investment Advisor Representative working at Osaic Fs, Inc. in Lexington, KY and has over 27 years of experience in the finance industry.
Matthew Stockham (CRD# 2294887) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 25 years of experience in the finance industry.