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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
Devin Jackson (CRD# 7425559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cordova, TN and has over 2 years of experience in the finance industry.
Jaron Kloap (CRD# 7596494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cordova, TN and has 1 year of experience in the finance industry.
Stanley McKinney (CRD# 4321122) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Cordova, TN and has over 21 years of experience in the finance industry.
Roy Murrell (CRD# 6903107) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cordova, TN and has over 5 years of experience in the finance industry.
David Shelby (CRD# 7517819) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cordova, TN and has 1 year of experience in the finance industry.
Shannon Acosta (CRD# 6347351) is an Investment Advisor Representative working at Lpl Financial LLC in Memphis, TN and has over 8 years of experience in the finance industry.
Michael Agee (CRD# 3177764) is an Investment Advisor Representative working at Strategic Advisory Services in Memphis, TN and has over 25 years of experience in the finance industry.
Sudhir Agrawal (CRD# 3193095) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Germantown, TN and has over 25 years of experience in the finance industry. Sudhir Agrawal 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.
Albert Alexander (CRD# 1934569) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Memphis, TN and has over 35 years of experience in the finance industry.
John Alexander (CRD# 2768839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Memphis, TN and has over 22 years of experience in the finance industry.