Justin Barley, CFP®
Financial Advisor at ARGI Financial Group- Claim this Profile
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English Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Certified Financial Planner (CFP)
CFP BoardNov, 2021- Nov, 2024
Experience
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ARGI
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Feb 2018 - Present
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Bookkeeping/Loan Processing Department Intern
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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
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Bank Teller
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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.
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Sigma Phi Epsilon (Official)
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United States
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Non-profit Organizations
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300 - 400 Employee
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VP of Programming
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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
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Club Scientific, LLC
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Education Management
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1 - 100 Employee
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Camp Counselor
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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
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Lusk Mechanical Contractors
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United States
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Industrial Machinery Manufacturing
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1 - 100 Employee
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General Laborer
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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
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Education
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Western Kentucky University
Financial Planning and Services -
Gordon Ford College of Business at Western Kentucky University
Bachelor's Degree - Graduating December 2017, Financial Planning and Services