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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
Angelo Roman (CRD# 1989113) is an Investment Advisor Representative working at Roman Wealth Management, LLC in Mount Juliet, TN and has over 34 years of experience in the finance industry.
Stephen Russell (CRD# 4409351) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Carthage, TN and has over 22 years of experience in the finance industry.
Patrick Sims (CRD# 5029478) is an Investment Advisor Representative working at Edward Jones in Mount Juliet, TN and has over 5 years of experience in the finance industry.
Michael Stanley (CRD# 4629878) is an Investment Advisor Representative working at Financial Partners Group, LLC in Gallatin, TN and has over 21 years of experience in the finance industry. Michael Stanley 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.
Alexander Thackston (CRD# 6924768) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has over 5 years of experience in the finance industry.
Chester Waggoner (CRD# 3237078) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gallatin, TN and has over 24 years of experience in the finance industry.
David Walden (CRD# 4215167) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lebanon, TN and has over 23 years of experience in the finance industry.
Jonathan Walker (CRD# 4171428) is an Investment Advisor Representative working at Paul Winkler, Inc. in Gallatin, TN and has over 23 years of experience in the finance industry. Jonathan Walker 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.
Laura Warren (CRD# 6326292) is an Investment Advisor Representative working at Edward Jones in Lebanon, TN and has over 9 years of experience in the finance industry.
Charles Watson (CRD# 4469572) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Mount Juliet, TN and has over 21 years of experience in the finance industry. Charles Watson 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.