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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
Jeanne Connolly (CRD# 1539681) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gallatin, TN and has over 29 years of experience in the finance industry.
Lucas Dancy-Cabeal (CRD# 5561661) is an Investment Advisor Representative working at The Ameriflex Group in Mount Juliet, TN and has over 15 years of experience in the finance industry.
Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry. Scott Davis 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.
Justin Dorris (CRD# 5996634) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Juliet, TN and has over 12 years of experience in the finance industry. Justin Dorris 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.
Jeffrey Duncan (CRD# 2913202) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Lafayette, TN and has over 14 years of experience in the finance industry.
Joshua Gerik (CRD# 4935027) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, TN and has over 18 years of experience in the finance industry.
David Gilbert (CRD# 2956316) is an Investment Advisor Representative working at Primerica Advisors in Mount Juliet, TN and has over 26 years of experience in the finance industry.
David Gordon (CRD# 2128236) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lebanon, TN and has over 33 years of experience in the finance industry.
Charles Gore Ii (CRD# 4683147) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, TN and has over 20 years of experience in the finance industry.
Kelly Graham (CRD# 1767353) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Hermitage, TN and has over 36 years of experience in the finance industry.