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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 Baltier (CRD# 4264231) is an Investment Advisor Representative working at Edward Jones in Collierville, TN and has over 21 years of experience in the finance industry. Kevin Baltier 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 Barrios (CRD# 1079477) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Collierville, TN and has over 39 years of experience in the finance industry. John Barrios 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.
Thomas Bennett (CRD# 2785252) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Collierville, TN and has over 25 years of experience in the finance industry.
Anne Borst (CRD# 4422984) is an Investment Advisor Representative working at Commonwealth Financial Network in Collierville, TN and has over 20 years of experience in the finance industry.
James Bouton (CRD# 2998280) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 23 years of experience in the finance industry.
Shawn Bouton (CRD# 3220591) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 7 years of experience in the finance industry.
Chad Champion (CRD# 3038162) is an Investment Advisor Representative working at Newbridge Financial Services Group, Inc. in Collierville, TN and has over 22 years of experience in the finance industry.
William Collins (CRD# 4776152) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 18 years of experience in the finance industry.
Joseph Crain (CRD# 2541847) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 27 years of experience in the finance industry. Joseph Crain 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.