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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
Thomas Dillon (CRD# 4260224) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 23 years of experience in the finance industry.
Petra Dunn (CRD# 2137277) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, TN and has over 33 years of experience in the finance industry.
Mark Durfee (CRD# 2313023) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, TN and has over 31 years of experience in the finance industry.
David Fields (CRD# 1953457) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Knoxville, TN and has over 34 years of experience in the finance industry.
Ted Flickinger (CRD# 1234687) is an Investment Advisor Representative working at Martin & Company Investment Counsel in Knoxville, TN and has 1 year of experience in the finance industry.
Amy France (CRD# 2913278) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Newport, TN and has over 26 years of experience in the finance industry.
Christopher Frederick (CRD# 6402974) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Knoxville, TN and has over 3 years of experience in the finance industry. Christopher Frederick 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.
Matthew Gathagan (CRD# 5963701) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has over 11 years of experience in the finance industry.
Marian Geohegan (CRD# 4061649) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Knoxville, TN and has over 24 years of experience in the finance industry. Marian Geohegan 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.
Greg Ghodsi (CRD# 1523292) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sylva, NC and has over 33 years of experience in the finance industry.