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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
Gregory Griffith (CRD# 1849538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has over 35 years of experience in the finance industry.
Amanda Grubb (CRD# 6866052) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Millicent Gunter (CRD# 5092463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 18 years of experience in the finance industry.
Coby Harper (CRD# 1073666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sevierville, TN and has over 41 years of experience in the finance industry.
Jacob Harper (CRD# 3247112) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 23 years of experience in the finance industry.
Lisa Helton (CRD# 5626527) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 13 years of experience in the finance industry.
Vernon Henry (CRD# 2150529) is an Investment Advisor Representative working at Creativeone Securities, LLC in Knoxville, TN and has over 32 years of experience in the finance industry.
William Hicks (CRD# 4621317) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 21 years of experience in the finance industry.
Chaunda Hodges (CRD# 4481446) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Knoxville, TN and has over 21 years of experience in the finance industry.