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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
Charles Sewell (CRD# 1327173) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Baxter, TN and has over 39 years of experience in the finance industry. Charles Sewell 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.
David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 9 years of experience in the finance industry. David Stites 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.
Jason Tate (CRD# 2959895) is an Investment Advisor Representative working at Jason Tate Financial Consulting, LLC in Murfreesboro, TN and has over 26 years of experience in the finance industry.
Alexander Thackston (CRD# 6924768) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has over 5 years of experience in the finance industry.
David Walden (CRD# 4215167) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has over 23 years of experience in the finance industry.
Laura Warren (CRD# 6326292) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has over 9 years of experience in the finance industry.
William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.
Robert Williams (CRD# 1421915) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Murfreesboro, TN and has over 30 years of experience in the finance industry.
Brett Clayton (CRD# 7497904) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has 1 year of experience in the finance industry.
Kaleb Dickerson (CRD# 7397512) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has over 2 years of experience in the finance industry.