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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
Ellen Coppinger (CRD# 2711753) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oak Ridge, TN and has over 28 years of experience in the finance industry. Ellen Coppinger 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.
Roland Courtney (CRD# 2149639) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 20 years of experience in the finance industry.
Daniel Creswell (CRD# 1022798) is an Investment Advisor Representative working at Primerica Advisors in Knoxville, TN and has over 42 years of experience in the finance industry.
Robert Crouch (CRD# 2879463) is an Investment Advisor Representative working at Crouch Investment Group, Inc. in Fairfield Glade, TN and has over 26 years of experience in the finance industry. Robert Crouch 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 Cunningham (CRD# 1003671) is an Investment Advisor Representative working at Mml Investors Services, LLC in Knoxville, TN and has over 40 years of experience in the finance industry.
James De Tar (CRD# 4580388) is an Investment Advisor Representative working at Heritage Retirement Services in Lenoir City, TN and has over 21 years of experience in the finance industry. James De Tar 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.
Amanda Debord (CRD# 6361019) is an Investment Advisor Representative working at Edward Jones in Lenoir City, TN and has over 9 years of experience in the finance industry.
Elizabeth Dewan (CRD# 5594340) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Knoxville, TN and has over 11 years of experience in the finance industry.
James Dickerson (CRD# 4961195) is an Investment Advisor Representative working at Edward Jones in Farragut, TN and has over 18 years of experience in the finance industry.
Jennifer Dickey (CRD# 6849440) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 5 years of experience in the finance industry.