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Financial Consultants in Kentucky

Financial Consultants in Bowling Green, KY

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18 results found

Max Isenhower Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Trusted Financial Advisor
Location:
Bowling Green, Kentucky
Industry:
Financial Services
Work history:
Edward Jones - Bowling Green, KYFinancial Advisorsince Dec 2008Western & Southern Financial Group - Muncie, Indiana Area, United States & Evansville, IndianaSales ManagerMar 2007 - Dec 2008
Languages:
French, Haitian Creole
Full Profile

Stephanie Ray Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Client Service Officer • High School Diploma

Experience & Education

Work

Company:
Cort furniture rental - Louisville, KY
Account manager
Company:
Automotive finance corp. - Louisville, KY
Financial consultant

Skills

Accounts payable/receivable, clerical, customer service,
Full Profile

Julie Weaver Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Graves gilbert clinic - Bowling Green, KY
Financial counselor
Full Profile

Guy Waggoner Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Wealth Management at Kentucky Trust Company
Title:
Senior Vice President - Wealth Management at KTC Wealth and Retirement Solutions
Location:
Bowling Green, Kentucky
Industry:
Investment Management
Work history:
Kentucky Trust Company Senior Vice President - Wealth Managementsince Oct 2006Morgan Stanley Smith Barney Financial Consultant2002 - 2006
Full Profile

Kimberly Brandon Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biller • Clerk • Clerical Specialist • Advisor • Druggist • Pharmacist

Experience & Education

Work

Company:
Western kentucky orthopedics and neurological associates - Bowling Green, KY
Medical biller/registration clerk/financial counselor
Company:
Med assets - Nashville, TN
Medical biller (contract)
Full Profile

Brandy Appling Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist

Experience & Education

Work

Company:
Genesis career college - Bowling Green, KY
Financial aid officer
Company:
The medical center - Bowling Green, KY
Registration clerk/ financial counselor
Full Profile

Sarah Powell Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers

Experience & Education

Work

Company:
Daymar college - Russellville, KY
Financial services coordinator/student services
Company:
Apprisen financial advocates - Bowling Green, KY
Financial counselor
Full Profile

Brandon Neal Bowling Green, KY

Professions & Specialties

Vice President • Manager • Chief Executive • Operations Manager • Advisor

Experience & Education

Work

Company:
Morgan stanley
Vp wealth advisor
Company:
J.p morgan private wealth management - Louisville, KY
Wealth manager
Full Profile

Brent Mason Bowling Green, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Chairperson • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President & Partner at Landmark Financial Advisors, LLC
Title:
Managing Partner, Landmark Financial Advisors, LLC
Location:
Bowling Green, Kentucky
Industry:
Financial Services
Work history:
Landmark Financial Advisors, LLC - Bowling Green, KYPresident & Partnersince 2003U.S. Bank Managing Director1992 - May 2003
Skills:
Investment Management, Estate Planning, Personal Tax Planning, Personal Financial Planning, Trusts, ...
Certifications:
Certified Financial Planner, CFP Board
Certified Trust & Financial Advisor, Institute of Certified Bankers
Full Profile

Linh Dao Bowling Green, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Sales Person • Sales Account Associate • Sales Executive • Counselor • Team Member • Advisor • Bachelor of Science • Sales Manager

Experience & Education

Work

Company:
Culligan corp
Sales representative
Company:
Zija international inc
Salesman/ independent distributor

Skills

Financial Analysis, Financial Advisor, Financial Sales, Inside Sales, Outside Sales, Direct Sales
Full Profile

Keith Fuqua Bowling Green, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance agent • Shift Supervisor • Shift Manager • Managers • Office Clerk • Clerical Specialist • Bachelor of Science

Experience & Education

Work

Company:
Insurance network
Insurance agent
Company:
Fred's minit mart
Shift supervisor
Full Profile

Fred Alloway Bowling Green, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Representative • Bachelor of Science • Sales Manager

Experience & Education

Work

Company:
Hylant group
Producer/client executive employee benefits
Company:
Anthem bcbs/wellpoint
Field sales/senior market
Full Profile

Joe Gamblin Omaha, NE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Area Manager • Managers • Region Manager • Operations Manager • Sales Representative

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Location:
Greater Omaha Area
Industry:
Financial Services
Work history:
TIAA-CREF - Omaha, NEWealth Management Advisorsince Jul 2013Charles Schwab - Omaha, NEVice President - Financial ConsultantApr 2011 - Jun 2013
Full Profile

Brian Larson Kansas, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Specialist • Technical Support Specialists • Retail Sales Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Manager • Custom Sewer • Dressmaker • Health Professional • Health Practitioner

Experience & Education

Position:
Refund Analyst at MedSynergies, Inc
Title:
Refund Analyst with MedSynergies, Inc
Location:
Kansas, Illinois
Industry:
Financial Services
Work history:
MedSynergies, Inc - Midwest RegionalRefund Analystsince Jul 2005Orthopaedic Associates - Southern Indiana & Western Kentucky - Bowling Green, KYMedical Billing/Financial CounselorMay 2004 - May 2005
Full Profile

Michael Elder Louisville, KY

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Paralegal

Experience & Education

Position:
Financial Associate at ARGI Financial Group, Paraplanner at Briggs, Kelly, Gray & Associates, a ...
Title:
Financial Associate at ARGI Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
ARGI Financial Group - Louisville, Kentucky AreaFinancial Associatesince May 2013Briggs, Kelly, Gray & Associates, a financial advisory practice of Ameriprise Financial Services - Bowling Green, KYParaplannersince Feb 2010
Financial Consultant Intern at Hilliard Lyons
Full Profile

David Raybould Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Owner • Business Development Manager • Operations Manager • Chief Executive • Analyst • Counselor • Analysts • Advisor • Recruitment • Contractor • Claims Adjuster • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Finance and Accounting Specialist • Independent Business Owners • Estimator • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Sales Representative

Experience & Education

Position:
Director of Business Development/Equity Analyst at Urban Sustainable
Location:
Washington D.C. Metro Area
Industry:
Environmental Services
Work history:
Urban Sustainable - Bowling Green/Nashville/Washington, D.C.Director of Business Development/Equity Analystsince Apr 2013Self-Employed - Bowling Green, KYOwner/ConsultantJun 2008 - Jan 2013
Skills:
New Business Development, Business Networking, Sales Management, Strategic Prospecting, Training,...
Languages:
English, Spanish
Licensed Financial Consultant at PNC
Full Profile

Kurt Maddox Louisville, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive Officer • Chief Communications Officer • Corporate Executive • Moderator • Pastoral Worker • Minister • Representative • Organization Management • Preacher • Religious Worker • Managers • Clergy • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Mediator • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Training and Coaching Professional • School Administrator • Educational Manager • Professional Development Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Owner at Thieneman Maddox Centre, Partner at Thieneman Maddox real, Advisory Board Member, Ulmer...
Title:
Owner at TM Centre
Location:
Louisville, Kentucky
Industry:
Management Consulting
Work history:
Thieneman Maddox Centre - Louisville, Kentucky AreaOwnersince Mar 2013Thieneman Maddox real - Louisville, Kentucky AreaPartnersince Jan 2009
Skills:
Public Speaking, Demand Generation, Guerrilla Marketing, Social Media Marketing, Online...
Certifications:
Series 7 General Securities License, FINRA
Series 6 Investment Company / Variable Contracts Products Limited Representative License, FINRA
Financial Consultant at Hilliard Lyons
Full Profile

Tim West Franklin, TN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Salesperson • Insurance Professional • Underwriter • Clergy • Social Workers

Experience & Education

Work

Company:
First farmers bank
Financial advisor
Company:
Greenbank/capital bank
Financial advisor

Skills

Series 63, 65, 7, Life/health/disability license
Full Profile

Financial Consultants near Bowling Green, KY048121620HendersonvilleSpringfieldGallatinWhite HouseGlasgowSmiths GroveGreenbrierLeitchfieldMount HermonCave City


Financial Consultants around Bowling Green, KY

Alvaton  (1)
Cave City  (1)
Gallatin  (5)
Glasgow  (2)
Greenbrier  (1)
Leitchfield  (1)
Mount Hermon  (1)
Smiths Grove  (2)
Springfield  (5)
White House  (2)

Financial Consultants in Kentucky

Sub-specializations

Financial Consultant  (18)
Funder  (1)