-
Distance Only Brentwood, TN
-
COMPENSATION Either
-
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 Atkins (CRD# 709695) is an Investment Advisor Representative working at Thoroughbred Financial Services, LLC in Brentwood, TN and has over 42 years of experience in the finance industry.
Thomas Atkinson (CRD# 5726755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brentwood, TN and has over 13 years of experience in the finance industry.
Matthew Bader (CRD# 5708919) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 12 years of experience in the finance industry. Matthew Bader 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.
James Baker (CRD# 2850941) is an Investment Advisor Representative working at Tranquility Partners, LLC in Brentwood, TN and has over 22 years of experience in the finance industry.
Our Clients are at the center of everything we do. College funding, taxes, retirement planning, investments, estate planning, cash flow analysis - every aspect of your wealth profile will be analyzed with the end result culminating in a financial plan mated to a recommended investment program.
We coordinate the areas of Financial Planning and Asset Management into a single solution. We view the two as inseparable components of a successful financial life, and are committed to helping you simplify, strengthen and grow your wealth.
Our mission is to enable our clients to achieve their goals...
Beverly Barnes (CRD# 4630122) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 21 years of experience in the finance industry.
Kimber Barton (CRD# 2613102) is an Investment Advisor Representative working at Commonwealth Financial Network in Brentwood, TN and has over 28 years of experience in the finance industry. Kimber Barton 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.
Scott Barton (CRD# 6695733) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brentwood, TN and has over 6 years of experience in the finance industry.
Benjamin Bass (CRD# 5053723) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brentwood, TN and has over 11 years of experience in the finance industry.
Thomas Bateman (CRD# 6012284) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Brentwood, TN and has over 12 years of experience in the finance industry.