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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
David Hill (CRD# 5939127) is an Investment Advisor Representative working at Caelian Capital Strategies, LLC in Fairview, TN and has over 8 years of experience in the finance industry.
Francisco Iglesias (CRD# 6135177) is an Investment Advisor Representative working at Mariner Wealth in Nashville, TN and has over 9 years of experience in the finance industry. Francisco Iglesias 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.
Timothy Lampley (CRD# 6620396) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview, TN and has over 7 years of experience in the finance industry.
Charlotte Mabry (CRD# 1026407) is an Investment Advisor Representative working at Delphi Wealth Management LLC in Primm Springs, TN and has over 42 years of experience in the finance industry.
James Mayes (CRD# 2172958) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Nashville, TN and has over 32 years of experience in the finance industry.
John Navin (CRD# 2683077) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Nashville, TN and has over 28 years of experience in the finance industry.
Matthew Ribble (CRD# 2477856) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairview, TN and has over 29 years of experience in the finance industry.
Peggy Rouillier (CRD# 2198063) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Nashville, TN and has over 32 years of experience in the finance industry. Peggy Rouillier 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.
Lawrence Sacks (CRD# 3104899) is an Investment Advisor Representative working at Mariner Wealth in Nashville, TN and has over 19 years of experience in the finance industry.
Robert Seda (CRD# 6609479) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Nashville, TN and has over 8 years of experience in the finance industry.