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Distance Only Maryville, TN
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Tate (CRD# 6102577) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Maryville, TN and has over 11 years of experience in the finance industry. John Tate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Shara White (CRD# 5515112) is an Investment Advisor Representative working at Edward Jones in Maryville, TN and has over 6 years of experience in the finance industry.
Alexander Willard (CRD# 6959937) is an Investment Advisor Representative working at Leconte Wealth Management, LLC in Maryville, TN and has over 5 years of experience in the finance industry.
Jason Breland (CRD# 7520516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maryville, TN and has over 2 years of experience in the finance industry.
Misty Castiglia (CRD# 7302832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maryville, TN and has over 3 years of experience in the finance industry.
William Hightower (CRD# 6603015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maryville, TN and has over 8 years of experience in the finance industry.
Duane Orr (CRD# 6306978) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Maryville, TN and has over 9 years of experience in the finance industry.
Farrell Scott (CRD# 7504956) is an Investment Advisor Representative working at Edward Jones in Maryville, TN and has 1 year of experience in the finance industry.
John Slonecker (CRD# 7248145) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Maryville, TN and has 1 year of experience in the finance industry.
Thomas Unger (CRD# 7210401) is an Investment Advisor Representative working at Edward Jones in Maryville, TN and has over 4 years of experience in the finance industry.