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Distance Only Collierville, TN
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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
William Krag (CRD# 1204367) is an Investment Advisor Representative working at Principal Securities, Inc. in Collierville, TN and has over 40 years of experience in the finance industry.
Robert Leger (CRD# 1051967) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Collierville, TN and has over 38 years of experience in the finance industry.
David Lofton (CRD# 3013313) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Collierville, TN and has over 25 years of experience in the finance industry. David Lofton 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.
Bruce Martin (CRD# 6095614) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Collierville, TN and has over 11 years of experience in the finance industry. Bruce Martin 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.
Jerry Milligan (CRD# 5862241) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 13 years of experience in the finance industry.
Jennifer Moerbe (CRD# 2865366) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Collierville, TN and has over 23 years of experience in the finance industry.
David Pickler (CRD# 1259773) is an Investment Advisor Representative working at Commonwealth Financial Network in Collierville, TN and has over 40 years of experience in the finance industry. David Pickler 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.
Pamela Pitts (CRD# 1689428) is an Investment Advisor Representative working at Lpl Financial LLC in Collierville, TN and has over 36 years of experience in the finance industry. Pamela Pitts 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.
Michael Reilly (CRD# 2663453) is an Investment Advisor Representative working at Equitable Advisors, LLC in Collierville, TN and has over 28 years of experience in the finance industry.
Ronald Rhea (CRD# 1282488) is an Investment Advisor Representative working at Primerica Advisors in Collierville, TN and has over 39 years of experience in the finance industry.