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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
Ralph Lehman (CRD# 5798917) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 13 years of experience in the finance industry.
Brandon Leonard (CRD# 7052803) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 5 years of experience in the finance industry.
Jonathan Leonard (CRD# 6731581) is an Investment Advisor Representative working at Mml Investors Services, LLC in Knoxville, TN and has over 7 years of experience in the finance industry. Jonathan Leonard 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.
Amy Lindsey (CRD# 6364092) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.
Bavy Lopez (CRD# 4531718) is an Investment Advisor Representative working at Mml Investors Services, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.
Robert Lyon (CRD# 3066185) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 25 years of experience in the finance industry. Robert Lyon 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.
John Macdonald (CRD# 5281190) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 17 years of experience in the finance industry.
Scott Marion (CRD# 7025856) is an Investment Advisor Representative working at Corecap Advisors in Knoxville, TN and has over 5 years of experience in the finance industry.
James Mason (CRD# 2074700) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 24 years of experience in the finance industry. James Mason 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 Mattingly (CRD# 5782195) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 13 years of experience in the finance industry. Charles Mattingly 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.