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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
Our Clients are at the center of everything we do. College funding, taxes, retirement planning, investments, estate planning, cash flow analysis - every aspect of your wealth profile will be analyzed with the end result culminating in a financial plan mated to a recommended investment program.
We coordinate the areas of Financial Planning and Asset Management into a single solution. We view the two as inseparable components of a successful financial life, and are committed to helping you simplify, strengthen and grow your wealth.
Our mission is to enable our clients to achieve their goals...
Franklin Ballard (CRD# 5298226) is an Investment Advisor Representative working at Edward Jones in Nashville, TN and has over 16 years of experience in the finance industry.
Jasper Baptist (CRD# 6177512) is an Investment Advisor Representative working at Primerica Advisors in Madison, TN and has over 10 years of experience in the finance industry.
Ryan Barber (CRD# 4844694) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 19 years of experience in the finance industry.
Heather Barbour (CRD# 4185547) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 17 years of experience in the finance industry.
Jimmy Barker (CRD# 2367421) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Nashville, TN and has over 30 years of experience in the finance industry.
Beverly Barnes (CRD# 4630122) is an Investment Advisor Representative working at Captrust in Brentwood, TN and has over 21 years of experience in the finance industry.
Laquela Barnett (CRD# 6283189) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN and has over 8 years of experience in the finance industry.
Kathy Barrett (CRD# 2993818) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashville, TN and has over 22 years of experience in the finance industry.
Bradley Bars (CRD# 6979173) is an Investment Advisor Representative working at Lpl Financial LLC in Nashville, TN and has over 5 years of experience in the finance industry.