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Financial Analyst Jobs Somerset KY

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Mr. John G. Evans, CFP®
(606) 679-5090
116 Tradepark Dr Ste 1
Somerset, KY
Firm
Evans, Harville, Atwell & Comp
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Lowell F Washam Jr., CFP®
(606) 451-2326
368 N Hwy 27 Ste 2
Somerset, KY
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Divorce Issues, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided By:
Lisa Renee Mullins, CFP®
(606) 679-5090
116 Tradepark Dr
Somerset, KY
Firm
Wealth Care Advisors, LLC
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Mark A Henderson, CFP®
(606) 451-0393
1846 S Hwy 27
Somerset, KY
Firm
Hamburg Financial Group
Areas of Specialization
Estate Planning, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided By:
Mr. Alfred D. Holland, CFP®
(606) 871-0005
570 Knob Rd
Nancy, KY
Firm
Holland Wealth Management, LLC
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Kenneth R. Prevett Jr., CFP®
(800) 284-8186
357 Langdon Street
Somerset, KY
Firm
Merit National Fund Advisors, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Elder Care, Estate Planning, Healthcare Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mrs. Bobbie S. Hahn, CFP®
(606) 678-0326
71 Imaging Dr
Somerset, KY
Firm
edward jones

Data Provided By:
Mr. Jay Mcshurley, CFP®
(606) 677-9014
PO Box 1827
Somerset, KY

Data Provided By:
Mr. David M. Laign, CFP®
(606) 678-9164
107 S. Main Street
Somerset, KY
Firm
Cumberland Security Bank

Data Provided By:
Somerset One-Stop Career Center
606-677-4124/4125
410 East Mount Vernon Street
Somerset, KY
 
Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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