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Advisors near 42718
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Quentin K
Series 65
Campbellsville, KY
R.D. Smothers Wealth Management
Quentin Knifley is a financial advisor at R.D. Smothers Wealth Management with one year of industry experience. He holds a Series 65 designation and previously worked for Taylor County Tire Sales for 13 years. Outside of advisory work, he owns and manages rental property in Campbellsville, KY. R.D. Smothers Wealth Management provides portfolio management and financial planning primarily for individual clients, utilizing a range of investment strategies and offering access to third-party managers and model portfolios. The firm develops customized financial profiles and investment plans tailored to client goals and risk tolerance.
Roger S
Series 66
Campbellsville, KY
R.D. Smothers Wealth Management
Roger Smothers Jr. is a financial advisor at R.D. Smothers Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including AE Wealth Management and Transamerica Financial Advisors. Outside of his advisory role, he serves as Chapter President of the Cumberland Chapter of the American Financial Education Alliance, where he speaks at educational seminars on taxes and Social Security. R.D. Smothers Wealth Management offers discretionary and non-discretionary portfolio management and financial planning primarily for individual clients. The firm employs a range of investment strategies and tools, combining fundamental and technical analysis with modern portfolio theory, and provides access to third-party money managers and model portfolios.
Walter J
Series 65
Campbellsville, KY
Transamerica Financial Advisors
Walter Jones is a financial advisor at Transamerica Financial Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at First Savings Bank and Magnolia Bank. He is also involved in the sale of insurance and annuity products through affiliated companies. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, managing regulatory assets of approximately $1.7 billion.
Aaron S
Series 66
Campbellsville, KY
Edward Jones
Micah P
Series 63, Series 66
Campbellsville, KY
Edward Jones
Sarah H
Series 66
Campbellsville, KY
Edward Jones
Larry B
Series 63, Series 66
Campbellsville, KY
Edward Jones
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Advisors near 42718
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