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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
David Fields (CRD# 1953457) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Knoxville, TN and has over 34 years of experience in the finance industry.
Ted Flickinger (CRD# 1234687) is an Investment Advisor Representative working at Martin & Company Investment Counsel in Knoxville, TN and has 1 year of experience in the finance industry.
Amy France (CRD# 2913278) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Newport, TN and has over 26 years of experience in the finance industry.
Christopher Frederick (CRD# 6402974) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Knoxville, TN and has over 3 years of experience in the finance industry. Christopher Frederick 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.
Matthew Gathagan (CRD# 5963701) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has over 11 years of experience in the finance industry.
Marian Geohegan (CRD# 4061649) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Knoxville, TN and has over 24 years of experience in the finance industry. Marian Geohegan 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.
Rosemary Gilliam (CRD# 1032220) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 42 years of experience in the finance industry.
Lisa Goins (CRD# 5996395) is an Investment Advisor Representative working at Lpl Financial LLC in Knoxville, TN and has over 12 years of experience in the finance industry.
Rast Gozeh (CRD# 6108136) is an Investment Advisor Representative working at Kassira Wealth Management, LLC in Knoxville, TN and has over 11 years of experience in the finance industry. Rast Gozeh 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.
Gregory Greene (CRD# 5842385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morristown, TN and has over 13 years of experience in the finance industry.