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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
Brian Click (CRD# 3242951) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greeneville, TN and has over 18 years of experience in the finance industry. Brian Click 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.
Steven Dick is President of Sapiat Asset Management, LLC in Greeneville, TN and has over 15 years of experience in the finance industry. He is a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), Accredited Asset Management Specialist (AAMS), and Chartered Retirement Plans Specialist (CRPS).
For the past 13 years he has worked exclusively with Individuals & Families, their Trusts’, and their Business’. Prior to that he focused on municipal finance with a specialty in sovereign tribal government housing projects.
His professional...
Robert Gay (CRD# 717849) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 37 years of experience in the finance industry.
Lee House (CRD# 5494045) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 9 years of experience in the finance industry.
Christopher O'dell (CRD# 4596845) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greeneville, TN and has over 15 years of experience in the finance industry.
Matthew Renner (CRD# 4915433) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Greeneville, TN and has over 10 years of experience in the finance industry.
Charles Wagner (CRD# 4630651) is an Investment Advisor Representative working at Lpl Financial LLC in Greeneville, TN and has over 14 years of experience in the finance industry.
Robert Gay (CRD# 6342390) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 3 years of experience in the finance industry.
Darin Patterson (CRD# 3070419) is an Investment Advisor Representative working at Ftb Advisors, Inc. in Greeneville, TN and has over 19 years of experience in the finance industry.
Mac Stevens (CRD# 2337852) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Greeneville, TN and has over 24 years of experience in the finance industry.