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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
Marcus Trantham (CRD# 6401637) is an Investment Advisor Representative working at Edward Jones in Harrogate, TN and has over 9 years of experience in the finance industry.
Drew Adams (CRD# 5181929) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 17 years of experience in the finance industry.
Patrick Anstett (CRD# 2951927) is an Investment Advisor Representative working at Lpl Financial LLC in New Tazewell, TN and has over 21 years of experience in the finance industry.
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
David Broughton (CRD# 4831061) is an Investment Advisor Representative working at Edward Jones in Barbourville, KY and has over 19 years of experience in the finance industry.
Ancil Collett (CRD# 4355109) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 23 years of experience in the finance industry.
Franklin Denton (CRD# 2381113) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tazewell, TN and has over 30 years of experience in the finance industry.
Louis Evola (CRD# 5864784) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Mooresburg, TN and has over 13 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Crampton Helms (CRD# 1302186) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Morristown, TN and has over 39 years of experience in the finance industry. Crampton Helms 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.