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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
Robert Walters (CRD# 5984927) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, KY and has over 12 years of experience in the finance industry. Robert Walters 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.
Phil Weber (CRD# 5950047) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Falmouth, KY and has over 12 years of experience in the finance industry. Phil Weber 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.
Amzie Wenning (CRD# 5623087) is an Investment Advisor Representative working at Edward Jones in Frankfort, KY and has over 15 years of experience in the finance industry.
Hope Wilden (CRD# 6401629) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has over 9 years of experience in the finance industry.
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.
Michael Wilkerson (CRD# 3127169) is an Investment Advisor Representative working at Arbor Point Advisors in Frankfort, KY and has over 25 years of experience in the finance industry. Michael Wilkerson 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.
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.