Years of Experience
5-20+ Years
FLORENCE, KY
29 Years Experience
0 Disclosures
ADVISOR BIO
David Edwin Trendler is an active investment advisor representative with Raymond James Financial Services Advisors, Inc.. David Trendler has been in the industry since July 8, 1996, and is registered in 14 states. David Trendler is also a registered Investment Advisor in Kentucky. Prior to joining Raymond James Financial Services Advisors, Inc., David Trendler was employed at UBS FINANCIAL SERVICES INC. and MCDONALD INVESTMENTS INC. David Trendler specializes in providing financial planning and investment advice to individuals, businesses, corporations, pensions, and charitable organizations.
SPECIALIZATIONS
BARBOURVILLE, KY
20 Years Experience
1 Disclosures
ADVISOR BIO
David Broughton is a financial advisor with over 18 years of experience in the financial services industry. David is currently registered with Edward Jones and has been with the firm since 2005. Previously, David was a registered representative at A. G. Edwards & Sons, Inc. David has a strong background in financial planning, portfolio management, and investment advisory services. David holds the Series 7, Series 66, and SIE licenses and is a registered representative in several states. David is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
COVINGTON, KY
1 Years Experience
0 Disclosures
ADVISOR BIO
David Kelsey is a registered representative with Fidelity Brokerage Services LLC. David has passed the Series 7TO, SIE, and Series 63 exams and is licensed in all 50 states. David has been in the securities industry since October 2023.
SPECIALIZATIONS
No specializations listed.
LOUISVILLE, KY
2 Years Experience
0 Disclosures
ADVISOR BIO
David Hise is a registered representative with Northwestern Mutual Investment Services, LLC. David has been in the securities industry since January 2023 and is currently registered in Kentucky. David's office is located at 400 W Market St Ste 2250 in Louisville, Kentucky.
SPECIALIZATIONS
OWENSBORO, KY
27 Years Experience
1 Disclosures
ADVISOR BIO
David W. Renshaw is a financial advisor registered with Edward Jones. David has been working in the financial services industry since September 1997 and has licenses in Kentucky and Texas. David is a licensed representative of Edward Jones and offers a range of financial services to clients, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. David can help clients with their investment needs and goals.
SPECIALIZATIONS
COVINGTON, KY
3 Years Experience
0 Disclosures
ADVISOR BIO
David Bertsch is a financial advisor with Fidelity Personal AND Workplace Advisors located in Covington, KY. David has been in the industry since September 2021 and is registered with the states of Kentucky and Texas. David is able to provide investment advice to a wide range of clients including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. David is licensed to offer securities products and investment advisory services.
SPECIALIZATIONS
LOUISVILLE, KY
0 Disclosures
ADVISOR BIO
David Brower Russell is a financial advisor with Atlas Brown based in LOUISVILLE, KY. David has been in the industry since 1978 and has a wide range of experience working with clients. David offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
COVINGTON, KY
31 Years Experience
0 Disclosures
ADVISOR BIO
David Perrin is a financial advisor registered with Fidelity Brokerage Services LLC. David has been in the financial services industry since August 12, 1993, and has extensive experience in providing investment advice and guidance to clients. David is licensed to sell securities in 53 states.
SPECIALIZATIONS
No specializations listed.
Crestview Hills, KY
23 Years Experience
0 Disclosures
ADVISOR BIO
David Girmann is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry since 2002 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. He offers financial planning services, portfolio management, and asset allocation services. David also provides educational seminars to help clients learn about financial planning and investing. He is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
Berea, KY
24 Years Experience
0 Disclosures
ADVISOR BIO
David Johns is a financial advisor with Edward Jones in Berea, Kentucky. David has been in the industry for over 20 years and is registered with the state of Kentucky and 17 other states. David also holds Series 6, 7, 63, and 66 licenses. David specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS