-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Coppage (CRD# 2549103) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Florence, KY and has over 29 years of experience in the finance industry. David Coppage 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.
Paul Cox (CRD# 2295438) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Independence, KY and has over 31 years of experience in the finance industry.
Scott D'amico (CRD# 4536326) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Florence, KY and has over 21 years of experience in the finance industry.
Thomas Dillon (CRD# 5484049) is an Investment Advisor Representative working at Independent Financial Partners in Florence, KY and has over 15 years of experience in the finance industry.
Samuel Dinn (CRD# 3058827) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Florence, KY and has over 25 years of experience in the finance industry.
Daniel Durr (CRD# 5572416) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Florence, KY and has over 14 years of experience in the finance industry.
Mark Eckell (CRD# 4521299) is an Investment Advisor Representative working at Lpl Financial LLC in Independence, KY and has over 21 years of experience in the finance industry. Mark Eckell 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.
Jeffrey Fay (CRD# 6437721) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Falmouth, KY and has over 7 years of experience in the finance industry. Jeffrey Fay 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.
Dawne Ferland (CRD# 2893989) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Union, KY and has over 26 years of experience in the finance industry.
Michael Frey (CRD# 6691526) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 7 years of experience in the finance industry.