CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tennessee Valley Asset Management Partners | Knoxville, TN | Mar 2020 - Current | 4 |
| Lpl Financial, LLC | Knoxville, TN | Mar 2020 - Current | 4 |
| Raymond James & Associates | Chattanooga, TN | Oct 2017 - Mar 2020 | 2 |
| Regions Bank | Chattanooga, TN | Jun 2015 - Sep 2017 | 2 |
| Penske Truck Leasing | Chattanooga, TN | Mar 2015 - Jun 2015 | < 1 |
| Unemployed | Chattanooga, TN | Jan 2015 - Mar 2015 | < 1 |
| Us Xpress | Chattanooga, TN | Feb 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- TN
-
Total Assets Under Management677MILLIONS
-
Total Number of Accounts4,326ACCOUNTS
-
Average Account Value$156,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, CO, FL, GA, IL, IN, KY, LA, NC, TN, TX, VA
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
Please follow this link to additional disclosures: http://raymondjames.com/smrja.htim
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