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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
Scott Marmo (CRD# 4546005) is an Investment Advisor Representative working at Marmo Financial Group, LLC in Johnson City, TN and has over 21 years of experience in the finance industry.
David Maurice (CRD# 2120949) is an Investment Advisor Representative working at Worthwhile Wealth Council in Johnson City, TN and has over 33 years of experience in the finance industry. David Maurice 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.
David McCain (CRD# 2039283) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Johnson City, TN and has over 33 years of experience in the finance industry. David McCain 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.
Lisa McGovern (CRD# 2560824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 28 years of experience in the finance industry.
Michael Merritt (CRD# 6031863) is an Investment Advisor Representative working at Edward Jones in Johnson City, TN and has over 12 years of experience in the finance industry.
Michael Middleton (CRD# 5137234) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Johnson City, TN and has over 13 years of experience in the finance industry.
J Millburn (CRD# 2420294) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Johnson City, TN and has over 30 years of experience in the finance industry.
David Moore (CRD# 4940196) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 18 years of experience in the finance industry.
Jonathan Mullins (CRD# 5500256) is an Investment Advisor Representative working at Cwm, LLC in Johnson City, TN and has over 15 years of experience in the finance industry.
Ronald Naegle (CRD# 2054461) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Johnson City, TN and has over 33 years of experience in the finance industry.