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Distance Metro area (25 miles)
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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
Brian Smith (CRD# 6763225) is an Investment Advisor Representative working at Edward Jones in Goodlettsville, TN and has over 6 years of experience in the finance industry.
David Smith (CRD# 6989602) is an Investment Advisor Representative working at Edward Jones in Bowling Green, KY and has over 5 years of experience in the finance industry.
Lukas Smith (CRD# 5795552) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 12 years of experience in the finance industry.
William Smith (CRD# 1586822) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bowling Green, KY and has over 37 years of experience in the finance industry.
Evonda Sowders (CRD# 3246133) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Bowling Green, KY and has over 24 years of experience in the finance industry.
Michael Stanley (CRD# 4629878) is an Investment Advisor Representative working at Financial Partners Group, LLC in Gallatin, TN and has over 21 years of experience in the finance industry. Michael Stanley 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.
Charles Staples (CRD# 6671892) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Goodlettsville, TN and has over 7 years of experience in the finance industry.
Melissa Steele (CRD# 1978272) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 29 years of experience in the finance industry.
Kevin Taylor (CRD# 5724858) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Bowling Green, KY and has over 14 years of experience in the finance industry.
Monica Taylor (CRD# 4603070) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Bowling Green, KY and has over 21 years of experience in the finance industry. Monica Taylor 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.