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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
Jeffrey Atchison (CRD# 5875146) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 13 years of experience in the finance industry.
Bridgit Bennett (CRD# 3159709) is an Investment Advisor Representative working at Edward Jones in Goodlettsville, TN and has over 25 years of experience in the finance industry.
David Brown (CRD# 2178827) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Goodlettsville, TN and has over 32 years of experience in the finance industry.
Bethel Coleman (CRD# 5083512) is an Investment Advisor Representative working at Lpl Financial LLC in Goodlettsville, TN and has over 18 years of experience in the finance industry.
Randy Coleman (CRD# 2809550) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Goodlettsville, TN and has over 27 years of experience in the finance industry.
David Cowee (CRD# 5390261) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 16 years of experience in the finance industry.
John Ellett (CRD# 5556370) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Goodlettsville, TN and has over 7 years of experience in the finance industry. John Ellett 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.
Anne Ertel-Sawasky (CRD# 1739818) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 36 years of experience in the finance industry.
Curtis Henson (CRD# 6893312) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has 1 year of experience in the finance industry. Curtis Henson 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.
Daniel Hill (CRD# 3188300) is an Investment Advisor Representative working at Paul Winkler, Inc. in Goodlettsville, TN and has over 24 years of experience in the finance industry. Daniel Hill 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.