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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
Emily Lee (CRD# 5876856) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Bristol, TN and has over 9 years of experience in the finance industry. Emily Lee 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 Lindamood (CRD# 6113021) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Lebanon, VA and has over 11 years of experience in the finance industry.
Jonathan Lopez (CRD# 1534582) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 37 years of experience in the finance industry. Jonathan Lopez 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.
Justin Lopez (CRD# 6082374) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 8 years of experience in the finance industry.
Roy Mann (CRD# 4887958) is an Investment Advisor Representative working at Lpl Financial LLC in Bristol, TN and has over 19 years of experience in the finance industry.
Ember Martin (CRD# 3146688) is an Investment Advisor Representative working at Vested Wealth Advisors in Mountain City, TN and has over 25 years of experience in the finance industry. Ember Martin 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.
Michael McCool (CRD# 4795315) is an Investment Advisor Representative working at Cary Street Partners in Abingdon, VA and has over 19 years of experience in the finance industry.
Philip McFarlane (CRD# 4332296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bristol, TN and has over 23 years of experience in the finance industry.
David Mullins (CRD# 5353814) is an Investment Advisor Representative working at Lpl Financial LLC in Richlands, VA and has over 16 years of experience in the finance industry. David Mullins 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.
George Parks (CRD# 4472816) is an Investment Advisor Representative working at Parks Investment Management, LLC in Bristol, VA and has over 22 years of experience in the finance industry. George Parks 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.