-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Perez (CRD# 7219617) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 4 years of experience in the finance industry.
Kenneth Thomas (CRD# 7667188) is an Investment Advisor Representative working at Gradient Advisors, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
Chad Wood (CRD# 7601029) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has 1 year of experience in the finance industry.
Christopher Adams (CRD# 4183126) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashville, TN and has over 23 years of experience in the finance industry.
Holly Adams (CRD# 6308347) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 8 years of experience in the finance industry.
Jefferson Adcock (CRD# 5393857) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 14 years of experience in the finance industry. Jefferson Adcock 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.
James Aid (CRD# 2459919) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Nashville, TN and has over 30 years of experience in the finance industry.
Ronald Akers (CRD# 1443047) is an Investment Advisor Representative working at Lpl Financial LLC in Brentwood, TN and has over 38 years of experience in the finance industry.
Maggie Albarati (CRD# 6403759) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 9 years of experience in the finance industry.
Jennifer Alexander (CRD# 3131459) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 20 years of experience in the finance industry.