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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
Andrew Wallace (CRD# 4367954) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sevierville, TN and has over 22 years of experience in the finance industry. Andrew Wallace 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.
Amanda Webb (CRD# 2401782) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sevierville, TN and has over 23 years of experience in the finance industry.
Chaely Woods (CRD# 6586055) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Morristown, TN and has over 6 years of experience in the finance industry.
Kristopher Yarlett (CRD# 6184813) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 10 years of experience in the finance industry.
Daniel Zitt (CRD# 6328846) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Morristown, TN and has over 9 years of experience in the finance industry.
James Bales (CRD# 7063645) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 4 years of experience in the finance industry.
Peyton Booker (CRD# 7644463) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jefferson City, TN and has 1 year of experience in the finance industry.
Jacob Bunch (CRD# 7611631) is an Investment Advisor Representative working at Private Advisor Group, LLC in Sevierville, TN and has 1 year of experience in the finance industry.
Sarah Coughlin (CRD# 5069406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 18 years of experience in the finance industry.
Chad Dellinger (CRD# 7621881) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has 1 year of experience in the finance industry.