Derek CFA

Portfolio Manager at ARGI Financial Group - Louisville/Jefferson County metro go, KY, US

Derek CFA's Colleagues at ARGI Financial Group
Josh Herman

Tax and Business Specialist

Contact Josh Herman

Clay Keeley

Manager of Investment Education & Communication

Contact Clay Keeley

Wendy Roberts

Client Service Manager

Contact Wendy Roberts

Barbara Vanetti-Passafiume

Operations Manager

Contact Barbara Vanetti-Passafiume

Amanda Mattingly

advertising and creative design specialist

Contact Amanda Mattingly

Cfmp Amanda Mattingly

advertising and creative design specialist

Contact Cfmp Amanda Mattingly

Rc Bascur

human resources operations manager

Contact Rc Bascur

View All Derek CFA's Colleagues
Derek CFA's Contact Details
Email (Verified)
***@argi.net
Get Derek CFA's Email Address
Mobile Number
(XXX) XXX-XXXX
Get Derek CFA's Mobile Number
HQ
502-753-0609
Location
Company
ARGI Financial Group
Derek CFA's Company Details
ARGI Financial Group logo, ARGI Financial Group contact details

ARGI Financial Group

Louisville/Jefferson County metro go, KY, US • 250 - 499 Employees
Financial Services

At ARGI, finance is so much more than crunching numbers – to us, it's personal. Whether you're seeking financial guidance for yourself or for your business, we're here to help you find financial clarity. We can assist you with:• Personal Financial Planning• Investment Management• Corporate Financial Solutions• Retirement Plan Services• Business Advisory Services• Insurance Solutions• Tax Services• Trust ServicesRespective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC. Content is for general purposes only and is not an offer to buy or sell any security. View our Privacy Policy at www.argi.net/privacy-policy.

Comprehensive Financial Planning Corporate Benefits Education for Employees Tax Preparation and Planning Risk Management Business Management and Accounting Services Investment Management Business Retirement Plan Services and Consulting Financial Services Financial Advisory Services
Details about ARGI Financial Group
Frequently Asked Questions about Derek CFA
Derek CFA currently works for ARGI Financial Group.
Derek CFA's role at ARGI Financial Group is Portfolio Manager.
Derek CFA's email address is ***@argi.net. To view Derek CFA's full email address, please signup to ConnectPlex.
Derek CFA works in the Financial Services industry.
Derek CFA's colleagues at ARGI Financial Group are Josh Herman, Clay Keeley, Wendy Roberts, Barbara Vanetti-Passafiume, Amanda Mattingly, Cfmp Amanda Mattingly, Rc Bascur and others.
Derek CFA's phone number is 502-753-0609
See more information about Derek CFA