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Distance Only Goodlettsville, TN
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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
Charles Staples (CRD# 6671892) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Goodlettsville, TN and has over 7 years of experience in the finance industry.
Bradley Watts (CRD# 3199880) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Goodlettsville, TN and has over 19 years of experience in the finance industry.
James Wilkins (CRD# 4290484) is an Investment Advisor Representative working at Lpl Financial LLC in Goodlettsville, TN and has over 23 years of experience in the finance industry.
Paul Winkler (CRD# 1966712) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 34 years of experience in the finance industry.
James Wood (CRD# 3026680) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 26 years of experience in the finance industry. James Wood 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.
Adam Beck (CRD# 7731594) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
Scott Collins (CRD# 7541944) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has 1 year of experience in the finance industry.
Paul Good (CRD# 7810350) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
Hannah Johnson (CRD# 7806982) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
Brian Koonce (CRD# 7286788) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 5 years of experience in the finance industry. Brian Koonce 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.