-
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
Daryl Phillips (CRD# 4262531) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sparta, TN and has over 23 years of experience in the finance industry.
Donald Randolph (CRD# 4527149) is an Investment Advisor Representative working at Lpl Financial LLC in Sparta, TN and has over 21 years of experience in the finance industry.
Stephen Russell (CRD# 4409351) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carthage, TN and has over 22 years of experience in the finance industry.
Charles Sewell (CRD# 1327173) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Baxter, TN and has over 39 years of experience in the finance industry. Charles Sewell 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.
Dale Walker (CRD# 4715946) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Sparta, TN and has over 20 years of experience in the finance industry.
Sean O'brien (CRD# 5531048) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Monterey, TN and has over 15 years of experience in the finance industry. Sean O'brien 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.
Caleb Allen (CRD# 7330311) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Quebeck, TN and has 1 year of experience in the finance industry.
Brandon Harris (CRD# 7642844) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carthage, TN and has 1 year of experience in the finance industry.
Jared Howard (CRD# 7346118) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, TN and has over 2 years of experience in the finance industry.
Richard Lee (CRD# 7238832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, TN and has over 3 years of experience in the finance industry.