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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
Jeffrey Lehmann (CRD# 6996173) is an Investment Advisor Representative working at Ballast, Inc. in Lexington, KY and has over 3 years of experience in the finance industry.
Karen Lima (CRD# 7628480) is an Investment Advisor Representative working at Seterios Wealth Advisors, LLC in Lexington, KY and has 1 year of experience in the finance industry.
Jose Manzon (CRD# 7744318) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lexington, KY and has 1 year of experience in the finance industry.
Blair Martin (CRD# 7365195) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 2 years of experience in the finance industry.
Tyler Martin (CRD# 7559233) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, KY and has 1 year of experience in the finance industry.
Robert McAlister (CRD# 7313027) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 2 years of experience in the finance industry.
Karen McIntyre (CRD# 5933177) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has 1 year of experience in the finance industry.
David McIver (CRD# 7744540) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lexington, KY and has 1 year of experience in the finance industry.
Shelly Nelson (CRD# 7008928) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Lexington, KY and has over 2 years of experience in the finance industry.
Daniel Newfont (CRD# 7356937) is an Investment Advisor Representative working at Advice And Planning Services in Lexington, KY and has over 3 years of experience in the finance industry.