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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
Kevin Gormley (CRD# 5921812) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry. Kevin Gormley 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.
Rast Gozeh (CRD# 6108136) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry. Rast Gozeh 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.
Robert Green (CRD# 4049991) is an Investment Advisor Representative working at Avantax Advisory Services in Oak Ridge, TN and has over 24 years of experience in the finance industry.
Sheldon Green (CRD# 3026992) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oak Ridge, TN and has over 23 years of experience in the finance industry.
Amanda Grubb (CRD# 6866052) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.
Millicent Gunter (CRD# 5092463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 18 years of experience in the finance industry.
Spencer Hall (CRD# 5821183) is an Investment Advisor Representative working at Retirement Planning Services, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
Our mission at Retirement Planning Services is to educate and equip our clients to make wise financial decisions that align their wealth with their values.
We help clients’ passions drive what they do with their financial planning and investments. We focus on consolidating and simplifying the wealth management process. After collaborating with us, clients routinely tell us that they have greater...
Jacob Harper (CRD# 3247112) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 23 years of experience in the finance industry.
Leighton Hart (CRD# 4356164) is an Investment Advisor Representative working at Cogentblue in Knoxville, TN and has over 23 years of experience in the finance industry.
Gail Hatfield (CRD# 6777616) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, TN and has over 6 years of experience in the finance industry. Gail Hatfield 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.