Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Kentucky

Financial Consultants in Lexington, KY

Find a professional & check records

Here is a complete directory of most experienced Financial Consultants near you.

Be sure to visit other towns near you to locate the records of more professionals.

The Trustoria Professional Directory helps everyone discover the best professional for their latest project.

250 results found

Grace Saulsbury Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness • Hospital Care Professional • Health Professional • Health Practitioner • Clerk • Volunteer • Managers • Advisor • Clerical Specialist • Non-Profit • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Transplant Financial Counselor at University of Kentucky HealthCare
Location:
Lexington, Kentucky Area
Industry:
Health, Wellness and Fitness
Work history:
University of Kentucky HealthCare - Lexington, KYTransplant Financial Counselorsince Mar 2013Chamberlin Edmonds - Lexington, KYResolve Application SpecialistApr 2012 - Mar 2013
Skills:
Training, Community Outreach, Social Services
Languages:
English, Spanish, German, American Sign Language
Certifications:
Early Care and Education Trainer's Credential, Cabinet for Health and Family Services: Division of Child Care
Full Profile

Jessica Rice Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Litigation Support Specialist • Law Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Project Assistant at Frost Brown Todd
Title:
Project Assistant at Frost Brown Todd, LLC
Location:
Lexington, Kentucky Area
Industry:
Legal Services
Work history:
Frost Brown Todd Project Assistantsince Sep 2012Ameriprise Financial Services, Inc. - Lexington, Kentucky AreaParaplannerOct 2011 - Sep 2012
Marketing assistant to financial advisor
Full Profile

Emmanuel Smith Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Director of Business Development • Financial Officer • Financial Manager • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Management Team Executive • Community Service Manager • Accounts Payable • Accounts Payable Specialist • Construction • Organization Management • Recruitment • Master of Business Administration • Bachelor of Business Administration • Government Administration Professional • Property Manager • Real Estate Manager • Construction Manager

Experience & Education

Position:
Director Of Finance at ITT Technical Institute, Financial Advisor at Merrill Lynch, Director of...
Title:
Director Of Finance at ITT Technical Institute
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
ITT Technical Institute - Lexington, Kentucky AreaDirector Of Financesince Dec 2012Merrill Lynch - Lexington, Kentucky AreaFinancial Advisorsince Feb 2012
Skills:
Business Development, Budgets, Managerial Finance, Real Estate Development, Management,...
Full Profile

Allan Watts Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Advisor • Human Resources Specialist • Recruitment • Master of Science • Corporate Executive • Chief Executive • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
Financial Advisor
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
LPL Financial - Lexington, Kentucky AreaFinancial Advisorsince 2010Star Robbins and Company Area Sales LeaderFeb 2009 - Jan 2011
Skills:
401k, Business Planning, Corporate Finance, Small Business, Comprehensive Wealth Management,...
Full Profile

Terry Smallwood Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Partner • Chief Executive • Financial Manager • Management Team Executive • Operations Manager • Financial Officer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince 1997Bluegrass Business Brokers Inc. Business Broker1996 - 1997
Skills:
Investments - Portfolio Analysis and Planning, Qualified Retirement Plan and IRA issues, Retirement ...
Full Profile

Eric Mcanallen Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant
Location:
Lexington, Kentucky Area
Industry:
Investment Management
Full Profile

James Weatherholt Lexington, KY

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Customer Service • Client Service Officer • Sales Account Associate • Consumer Goods Professional • Sales Executive • Commodities Clerk • Manager • Sales Manager • Operations Manager • Material Handler • Apprentice • Lifeguard • Life Guard • Package Handler • Organization Management • Shift Manager • Managers • Laborer • Deliveryman • Courier • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Student Worker

Experience & Education

Position:
Financial Consultant at National Agents Alliance, Teller at University of Kentucky FCU
Title:
Financial Consultant at National Agents Alliance
Location:
Lexington, Kentucky
Industry:
Insurance
Work history:
National Agents Alliance - Lexington, Kentucky AreaFinancial Consultantsince Jun 2013University of Kentucky FCU - Lexington, KYTellersince Jun 2012
Skills:
Customer Service, Punctual, Fast Learner, Proven Leadership Skills, Computer Maintenance, Computer...
Certifications:
Life Insurance Agent, State of Kentucky
Full Profile

Michael Pelfrey Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Psychologist

Experience & Education

Position:
Agency Owner at Pelfrey Financial Services, Financial Counselor for University of Kentucky...
Title:
Financial Counselor and Owner, Pelfrey Financial Services
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Pelfrey Financial Services - Lexington, Kentucky AreaAgency Ownersince Apr 2013The MPM Group, LLC - Lexington, Kentucky AreaFinancial Counselor for University of Kentucky Employeessince Jan 2013
Certifications:
Health and Life Insurance, Kentucky Department of Insurance
Full Profile

Gwendolyn Collins Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Sales Manager • Sales Director • Operations Manager • Bachelor of Science • Advisor

Experience & Education

Work

Company:
Jp morgan chase - Lexington, KY
Vice-president - investments
Company:
Morgan stanley - Lexington, KY
Financial advisor
Full Profile

Kenneth Garrett Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advisor • Operations Manager • Team Member • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science

Experience & Education

Position:
Owner/Financial Advisor at Garrett Financial Management LLC
Location:
Lexington, Kentucky
Industry:
Investment Management
Work history:
Garrett Financial Management LLC - Lexington, Kentucky AreaOwner/Financial Advisorsince Nov 2011Retirement Tax Advisory Group Financial AdvisorNov 2009 - Nov 2011
Full Profile

J. Dick Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Owner • Vice President of Finance • Chairperson • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Certified Public Accountant • Finance and Accounting Specialist • Controller • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Speaker • Business Administrator • Spokesperson • Representative

Experience & Education

Position:
Vice President at Financial Concepts, Inc.; Lexington, KY
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Financial Concepts, Inc.; Lexington, KY Vice Presidentsince Jan 2010AMR Management Services VP of Finance & OperationsAug 2002 - Dec 2009
Skills:
Tax Specialist Serving Families & Businesses, Small Business Consultant, Accounting Solutions for...
I served as a financial advisor to our clients and the Company
Full Profile

Paul Jackson Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Counselor • Management Analyst • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Sales Representative

Experience & Education

Title:
Wealth Management Consultant - extensive experience selling insurance and investment products to high net-worth market
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Fifth Third Securities - Lexington KYFifth Third SecuritiesDec 2011 - Feb 2013Bank of America / Merrill Lynch - AZ, NV, NM, WA, IDSVP Wealth Management2004 - 2009
Certifications:
Series 7, FINRA
Series 66, FINRA
Financial Advisor
Full Profile

Charters Osborne Lexington, KY

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisorsince May 2004Fifth Third Securities Financial ManagerMay 2003 - May 2004
Skills:
Portfolio management, annuity specialist, mortgage specialist, team marketing, amongst other...
Full Profile

Amanda Schmutte Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Chief Executive • Region Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Area Manager • Managers • Recruitment

Experience & Education

Position:
Senior Financial Advisor at US Bancorp Investments & Insurance
Title:
Financial Advisor at US Bancorp Investments & Insurance
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
US Bancorp Investments & Insurance Senior Financial Advisorsince Jan 2009Jp morgan chase Investment ManagerAug 2008 - Dec 2008
Full Profile

Kathleen Donovan Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Editor • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Art Producer • Media Producer • Livestock Handler • Farmworker

Experience & Education

Position:
Financial Advisor at Edward Jones, Freelance writer, owner at KTD Communications, Producer at KTD...
Title:
Financial Advisor
Location:
Lexington, Kentucky Area
Industry:
Media Production
Work history:
Edward Jones - Lexington, KYFinancial Advisorsince Jan 2013KTD Communications Freelance writer, ownersince 1998
Full Profile

Justin Hughes Lexington, KY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Loan Processor • Loan Officer • Loan Officers • Sales Director • Owner • Chief Executive • Customer Service • Client Service Officer • Bachelor of Business Administration

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Jp morgan chase - Lexington, KY
Personal banker
Full Profile

Gordon Fair Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Business Administrator • Bachelor of Science • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Pnc investment advisors
Financial advisor
Company:
Valic - Lexington, KY
Financial advisor
Full Profile

Kelvin Galloway Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Gas Controller • Industrial Operator • Business Administrator • Analysts • Manager • Operations Manager • Bachelor of Science • Master of Business Administration • Wellness and Fitness

Experience & Education

Position:
Financial Consultant at VQ Fitness, Gas Controller at Delta Natural Gas
Title:
Financial Analyst
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
VQ Fitness - Hanford, CAFinancial Consultantsince Mar 2012Delta Natural Gas - Winchester, KYGas Controllersince Jul 2010
Skills:
Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Financial Reporting, Microsoft...
Full Profile

Jason Haboush Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Sales Manager • Sales Director • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Representative • Service Technician • Maintenance and Repair Worker

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince 2003A.G. Edwards & Sons, Inc. - Lexington, Kentucky AreaInternship & Financial Advisor Trainee2001 - 2003
Skills:
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments
Certifications:
AAMS Asset Allocation Management Specialist, College of Financial Planning
Series 7, 9, 10, 63, 65 & 31, College of Financial Planning
Full Profile

Blake Shewmaker Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Farmers National Bank
Location:
Lexington, Kentucky Area
Industry:
Banking
Work history:
Farmers National Bank Financial Advisor
Full Profile

Michael Crpc Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Sr. Financial Advisor at Nat City Investments
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Nat City Investments Vice President Sr. Financial Advisorsince Aug 2005Chase Investment Services Financial AdvisorFeb 2004 - Aug 2005
Skills:
Financial planning, networking, investment planning, investment management, Team building, Sales...
Full Profile

Amanda Ross Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Ross, Sinclaire & Associates, LLC
Location:
Lexington, Kentucky Area
Industry:
Banking
Work history:
Ross, Sinclaire & Associates, LLC Financial Advisor
Full Profile

Andrew Hart Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director of Business Development • Business Development Manager • Operations Manager • Financial Manager • Student Worker

Experience & Education

Position:
Financial Advisor, Bluegrass Wealth Management Group at UBS
Title:
Andrew Hart - Financial Advisor, Bluegrass Wealth Management Group at UBS
Location:
Lexington, Kentucky
Industry:
Financial Services
Work history:
UBS - Lexington, Kentucky AreaFinancial Advisor, Bluegrass Wealth Management Groupsince Feb 2012Headley Investment Analysis, Inc. - Lexington, Kentucky AreaDirector of Business DevelopmentDec 2008 - Jan 2012
Full Profile

Don Hart Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Public Address Announcer • Communications Equipment Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Skilled Professional • Workforce Development Specialist • Training and Development • Recruitment • Sports Trainers • Advertising Sales Agent

Experience & Education

Position:
Financial advisor at Edward Jones, Public Address Announcer at University of Kentucky
Title:
Financial advisor at Edward Jones
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Edward Jones Financial advisorsince Apr 2012University of Kentucky Public Address Announcersince 2000
Full Profile

Christopher Reinhardt Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Marketing Manager • Project Managers • Operations Manager • Sales Representative

Experience & Education

Title:
Business Development and Marketing Professional
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial AdvisorAug 2009 - 2011Safeco Project/Marketing ManagerNov 2007 - Aug 2008
Full Profile

Bobby Finley Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Midsouth financial group - Tupelo, MS
Financial consultant
Company:
Strategic wealth - Tupelo, MS
Financial consultant
Full Profile

Erickson E Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Investment Advisor at Russell Capital Management
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Russell Capital Management Investment Advisorsince Aug 2009Smith Barney Financial AdvisorNov 2000 - Aug 2009
Skills:
Employer Retirement Packages, Individual Portfolio Creation
Full Profile

Chris Dolt Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
Lexington, Kentucky Area
Industry:
Investment Management
Full Profile

Rob Iii Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Office Clerk • Clerical Specialist • Notary • Lawyers • Computer Scientists • Psychology Specialist • Financial Officer • Financial Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Tax Professional & Advisor at Faesy CPA Group, PSC, Investment Advisor at Faesy Financial Services
Title:
Tax & Financial Advisor at Faesy CPA Group, PSC
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Faesy CPA Group, PSC Tax Professional & Advisorsince Jan 2004Faesy Financial Services Investment Advisorsince 1997
Full Profile

Tom Midkiff Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Analysts • Secretary • Government Administration Professional • Community Service Manager

Experience & Education

Position:
Financial Analyst at Kentucky State Government
Location:
Lexington, Kentucky Area
Industry:
Government Administration
Work history:
Kentucky State Government Financial Analystsince Aug 2007Morgan Stanley/Raymond James/LPL Financial Financial AdvisorMar 2000 - Aug 2007
Skills:
Public Speaking, Excel, Budgeting
Certifications:
Level 1 Candidate, CFA Institute
Full Profile

Jennifer Sizemore Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mutuel Teller • Gaming Services Worker

Experience & Education

Position:
Licensed Associate Financial Advisor at Northwestern Mutual
Title:
Associate Financial Rep-Financial/Retirement Planning
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Licensed Associate Financial Advisorsince Sep 2010Keeneland Association Mutuel TellerOct 2007 - Oct 2010
Full Profile

Kevin Kitchin Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Advisor Representative, AAMS at VFG Wealth Management and Benefit Solutions
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
VFG Wealth Management and Benefit Solutions - 131 Prosperous Place Suite 14A, Lexington, KY 40509Investment Advisor Representative, AAMSsince Aug 2011National City Bank (NatCity Investments)/PNC Bank (PNC Investments) - Lexington, Kentucky AreaLicensed Financial Consultant/Financial AdvisorDec 2005 - Jul 2011
Full Profile

Regena Carney Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Security • Counselor • Leader • Office Clerk • Clerical Specialist • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Administrator • Operations Manager • Organization Management • Front Office Receptionist • Administrative Associate • Administrative Clerk • Chief Executive • Corporate Executive • Hospital Care Professional • Health Professional • Health Practitioner • Information Technology Specialist • IT Specialist • Biologist • Biological Scientist

Experience & Education

Position:
Executive Assistant at Tye Financial Group
Title:
Executive Assistant
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Tye Financial Group - Danville KYExecutive Assistantsince Dec 2009Edward Jones - Danville KYSr Branch Office AdministratorOct 1999 - Dec 2009
and assisted Financial Advisor in his role as Growth Leader
Full Profile

Chase Burchett Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 2006
Full Profile

Jamie Norvell Lexington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor at Northwestern Mutual
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 1990Northwestern Mutual Financial Network Financial Advisorsince 1990
Full Profile

Derick Walters Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Lexington, Kentucky
Industry:
Financial Services
Work history:
Merrill Lynch - Lexington, KentuckyFinancial Advisorsince Sep 2011Cardinal Glass Inc CEOJun 2006 - Sep 2011
Full Profile

Brandon Gaines Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor, Northwestern Mutual
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 2008
Full Profile

David Furr Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Sales Executive • Client Service Officer • Production Director • Production Manager • Sales Manager • Operations Manager • Production Supervisor • Recognition • Non-Profit • Business Administrator • Managers • Area Manager • Customer Service • Bachelor of Business Administration • Master of Science • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist

Experience & Education

Position:
Sales Representative at XEROX
Title:
Sales Management / Regional Sales
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
XEROX Sales Representativesince Oct 2010Charles Schwab Financial Advisor / Asst Branch ManagerJan 2003 - Dec 2004
Skills:
Sales Operations, New Business Development, Sales, Start-ups, Marketing Strategy, Marketing,...
Full Profile

Josh Hunley Lexington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Sep 2010Northwestern Mutual Financial RepresentativeSep 2008 - Aug 2010
Full Profile

Matthew Smith Lexington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Waddell & Reed, Inc.
Title:
Financial Advisor / Waddell and Reed, Inc.
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Waddell & Reed, Inc. Financial Advisorsince 2006Morgan Stanley Investment Management Financial Advisor TraineeDec 2005 - 2006
Full Profile

Andy Ryan Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Corporate Executive • Operations Manager

Experience & Education

Position:
Financial Advisor AAMS at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Edward Jones - 25 Sterling Way, Suite B, Mt Sterling KY 40353Financial Advisor AAMSsince Sep 2003Andy Ryan Pontiac Nissan Inc - Winchester KYOwner/OperatorNov 1991 - May 2003
Full Profile

Jeremy Wallace Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Investments at UBS Financial Services Inc
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc Vice President - Investmentssince Nov 2008Merrill Lynch Financial Advisor1999 - 2008
Full Profile

Scott Theis Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer • Business Administrator • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Track & Field Coach at Lexington Christian Academy, Financial Advisor For the MEMBERS Financial ...
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Lexington Christian Academy Track & Field Coachsince Jan 2009Greater Kentucky Credit Union, Inc. Financial Advisor For the MEMBERS Financial Service center located at Greater KY Credit Unionsince Nov 2005
Full Profile

Jay Doster Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Investment Executive at Fifth Third Securities
Title:
Vice President - Investment Executive
Location:
Lexington, Kentucky
Industry:
Banking
Work history:
Fifth Third Securities - Dayton OhioVice President - Investment Executivesince Jul 2010PNC - Dayton OhioFinancial AdvisorOct 2005 - Jul 2010
Full Profile

Virginia Ware Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate at Northwestern Mutual Financial Network
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor Associatesince 2006
Full Profile

Brandon Potter Lexington, KY

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Full Profile

Danny Barham Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Principal | Financial Consultant at Barham Financial Group, LLC
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Full Profile

Les West Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Regional Sales Rep at Hertz
Location:
Lexington, Kentucky Area
Industry:
Retail
Work history:
Hertz Regional Sales Repsince Mar 2005MetLife Financial AdvisorAug 2003 - May 2005
Full Profile

Daniel Wrenne Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Oct 2005Kentucky Hunter Jumper Manager - Jump CrewJun 2003 - Oct 2005
Skills:
Medical Professionals
Full Profile

Patrick Kelly Lexington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Sales Account Associate • Sales Executive

Experience & Education

Position:
Owner at Patrick J. Kelly
Title:
Owner, Patrick J. Kelly and Financial Services Specialist
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Patrick J. Kelly Ownersince May 2001Pro Golf of Lexington Sales AssociateMay 1999 - Jun 2006
Financial Advisor
Full Profile


Financial Consultants near Lexington, KY036912NicholasvilleFrankfortWinchesterRichmondDanvilleVersaillesGeorgetownBereaMount SterlingParis