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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 Ridley (CRD# 2512499) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sevierville, TN and has over 29 years of experience in the finance industry. James Ridley 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.
Kimberly Roberts (CRD# 1974675) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 28 years of experience in the finance industry.
Ronnie Rochelle (CRD# 2188368) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Knoxville, TN and has over 32 years of experience in the finance industry. Ronnie Rochelle 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.
Melinda Rogers (CRD# 4953086) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, TN and has over 17 years of experience in the finance industry.
William Rutter (CRD# 4611011) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Knoxville, TN and has over 12 years of experience in the finance industry.
William Savage (CRD# 4493416) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 22 years of experience in the finance industry. William Savage 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.
Stephanie Sayres (CRD# 4529864) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Thomas Sayres (CRD# 2614944) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has over 25 years of experience in the finance industry.
Thomas Sayres (CRD# 5612743) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has over 5 years of experience in the finance industry.
Ann Schueler (CRD# 2221282) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, TN and has over 31 years of experience in the finance industry. Ann Schueler 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.