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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
Jeremy Nelson (CRD# 4910964) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 19 years of experience in the finance industry.
Stephen Norris (CRD# 850317) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, TN and has over 43 years of experience in the finance industry.
Alicia Norton (CRD# 4345956) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, TN and has over 22 years of experience in the finance industry.
Jonathan Oakes (CRD# 3128345) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 25 years of experience in the finance industry.
Matthew Odom (CRD# 4411901) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 22 years of experience in the finance industry.
Sarah Palmquist (CRD# 5803658) is an Investment Advisor Representative working at Sterling Capital Management LLC in Knoxville, TN and has over 13 years of experience in the finance industry.
James Pope (CRD# 3053073) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 23 years of experience in the finance industry.
Todd Rechenbach (CRD# 2379386) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, TN and has over 30 years of experience in the finance industry.
Scott Rhea (CRD# 2252845) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 31 years of experience in the finance industry. Scott Rhea 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.
Tracy Richter (CRD# 5509603) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 7 years of experience in the finance industry.