As a CFP, David's certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning. David Thomas is licensed and registered to conduct business in KY. Based on licenses and registrations, he holds and may also conduct business in GA, OH, IL, MO, IN, TN, AR, FL, AL.
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17 South Main Street