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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
Murray Willis (CRD# 4265045) is an Investment Advisor Representative working at Edward Jones in Athens, TN and has over 23 years of experience in the finance industry.
Matthew Wiseman (CRD# 5553212) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cleveland, TN and has over 15 years of experience in the finance industry.
Grant Allen (CRD# 7161012) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.
Misty Allen (CRD# 4357671) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cleveland, TN and has over 8 years of experience in the finance industry.
Rodney Allen (CRD# 3027279) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hixson, TN and has over 23 years of experience in the finance industry.
Lincoln Bowman (CRD# 7640269) is an Investment Advisor Representative working at Capital Square, LLC in Athens, TN and has 1 year of experience in the finance industry.
Andrew Cole (CRD# 5364389) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Hixson, TN and has over 2 years of experience in the finance industry.
Katy Cottle (CRD# 4952584) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chattanooga, TN and has over 18 years of experience in the finance industry. Katy Cottle 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.
Scott Creel (CRD# 4572603) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chattanooga, TN and has over 20 years of experience in the finance industry. Scott Creel 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.
Mitchell Crispin (CRD# 7566870) is an Investment Advisor Representative working at Equitable Advisors, LLC in Cleveland, TN and has 1 year of experience in the finance industry.