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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
James Powell Iii (CRD# 6340434) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has over 3 years of experience in the finance industry. James Powell Iii 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.
Sundi Puckett (CRD# 7513224) is an Investment Advisor Representative working at Edward Jones in Portland, TN and has over 2 years of experience in the finance industry.
Wilson Reece (CRD# 7264384) is an Investment Advisor Representative working at Homrich Berg in Gallatin, TN and has 1 year of experience in the finance industry. Wilson Reece 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.
Christopher Rittenberry (CRD# 7801096) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has 1 year of experience in the finance industry.
Christopher Schletzer (CRD# 7265414) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hermitage, TN and has over 3 years of experience in the finance industry.
Samuel Segars (CRD# 7748046) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Franklin, KY and has 1 year of experience in the finance industry.
Bailey Sewell (CRD# 7397953) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, TN and has over 2 years of experience in the finance industry.
Jonathan Smith (CRD# 5585668) is an Investment Advisor Representative working at Primerica Advisors in Gallatin, TN and has over 15 years of experience in the finance industry.
Anna Stephens (CRD# 3047460) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gallatin, TN and has over 23 years of experience in the finance industry.
Heather Sullivan (CRD# 4558611) is an Investment Advisor Representative working at Primerica Advisors in Gallatin, TN and has over 21 years of experience in the finance industry.