Justin Barley, CFP®

Financial Advisor at ARGI Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Nov, 2021
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Feb 2018 - Present

    • Bookkeeping/Loan Processing Department Intern
      • Jun 2017 - Aug 2017

      Assisted the Loan Processing and Bookkeeping departments by completing various tasks such as: daily updating of the significant balance report, ACH transaction report, and loan insurance log, uploading and verifying new and existing loan and account documents on our system, and assisting the department with general day-to-day activities

    • Bank Teller
      • Jun 2016 - Aug 2017

      Process standard teller transactions for customers including: accurately receiving, counting and distributing cash, processing customer deposits, withdrawals, and payments.balancing cash drawers, handling night deposits, and responding to customer account inquiries all while adhering to bank security and compliance requirements.

    • United States
    • Non-profit Organizations
    • 300 - 400 Employee
    • VP of Programming
      • Nov 2015 - Nov 2016

      - Plan, facilitate and supervise all social, philanthropic and academic events for the fraternity - Work directly with the chapter president as well as other members of the executive board to ensure proper running of the chapter - Plan, facilitate and supervise all social, philanthropic and academic events for the fraternity - Work directly with the chapter president as well as other members of the executive board to ensure proper running of the chapter

    • Education Management
    • 1 - 100 Employee
    • Camp Counselor
      • Jun 2014 - Aug 2014

      Guided children ages 8-14 through the process of creating basic computer games Guided children ages 8-14 through the process of creating basic computer games

    • United States
    • Industrial Machinery Manufacturing
    • 1 - 100 Employee
    • General Laborer
      • 2013 - 2014

      Organizing and maintaining company warehouse, operating a fork lift, picking up and delivering company items, as well as demolition work Organizing and maintaining company warehouse, operating a fork lift, picking up and delivering company items, as well as demolition work

Education

  • Western Kentucky University
    Financial Planning and Services
    2013 - 2017
  • Gordon Ford College of Business at Western Kentucky University
    Bachelor's Degree - Graduating December 2017, Financial Planning and Services
    2013 - 2017

Community

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