David Short Email & Phone Number
Managing Partner, Financial Advisor
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David Short Location
- Lexington, KY, US
David Short Work
- 2012 - now Managing Partner, Financial Advisor @ Investments & Financial Planning, LLC
- 2020 - 2021 Registered Representative @
- 2017 - 2020 Registered Representative @ Securities Service Network, LLC
- 2012 - 2017 Registered Representative @
- 2005 - 2012 Financial Consultant @
- 2002 - 2005 Financial Consultant @
David Short Education
- Institute of Business & Finance
MSFS (Master of Science in Financial Services)
2010 - 2011 - University of Pikeville
Bachelor of Business Administration (B.B.A.) (Accounting and Business/Management)
1998 - 2001 - The American College
Certificate in Financial Planning (CFP® Certification Curriculum)
David Short Skills
- Comprehensive Planning
- Debt Management
- College Education Planning
- Estate Planning
- General Financial Planning
- Investment Planning
- Retirement Planning
- Social Security Planning
- Medicare Planning
- Long Term Care Insurance
- Life Insurance
- Disability Insurance
- Health Insurance
- Medicare Supplements
- Securities
- Mutual Funds
- Exchange Traded Funds
- IRA Rollovers
- Roth IRA
- Education Savings Accounts
- 529 Plans
- Investments
- IRAs
- Financial Planners
- Retirement
- Finance
- Employee Benefits
- Fixed Annuities
- 401k
- Series 7
- Investment Advisory
- Series 63
- Wealth Management
- Financial Advisory
- Financial Goals
- College Education
- General Financial
- Education Savings
David Short Summary
- David Short, based in Lexington, KY, US, is currently a Managing Partner, Financial Advisor at Investments & Financial Planning, LLC. David Short brings experience from previous roles at Securities America Inc., Securities Service Network, LLC, WFG Investments, Inc. and LPL Finanical. David Short holds a 2010 - 2011 MSFS in Master of Science in Financial Services @ Institute of Business & Finance. With a robust skill set that includes Comprehensive Planning, Debt Management, College Education Planning, Estate Planning, General Financial Planning and more. David Short has 1 mobile phone numbers on RocketReach.
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