-
Distance Metro area (25 miles)
-
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
Stewart Anderson (CRD# 4267010) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Franklin, TN and has over 23 years of experience in the finance industry.
Travis Anderson (CRD# 5527103) is an Investment Advisor Representative working at Tbh Global Asset Management, LLC in Franklin, TN and has over 15 years of experience in the finance industry.
Stacey Andres (CRD# 6373652) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, TN and has over 9 years of experience in the finance industry.
Carl Apple (CRD# 1050406) is an Investment Advisor Representative working at Apple & Company, Inc. in Nashville, TN and has over 41 years of experience in the finance industry. Carl Apple 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.
Diane Armstrong (CRD# 2646240) is an Investment Advisor Representative working at Premier Private Wealth, LLC in Franklin, TN and has over 27 years of experience in the finance industry. Diane Armstrong 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 Austin (CRD# 6764264) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Franklin, TN and has over 6 years of experience in the finance industry.
Keith Avery (CRD# 4694784) is an Investment Advisor Representative working at Edward Jones in Franklin, TN and has over 20 years of experience in the finance industry. Keith Avery 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.
Lawrence Barnard (CRD# 2373006) is an Investment Advisor Representative working at Paul Winkler, Inc. in Franklin, TN and has over 30 years of experience in the finance industry. Lawrence Barnard 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.
Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 15 years of experience in the finance industry. Bradley Barnes 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.
Jeanne Basso (CRD# 3160357) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Franklin, TN and has over 25 years of experience in the finance industry.