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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
Jeffrey Duncan (CRD# 2913202) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Lafayette, TN and has over 14 years of experience in the finance industry.
Bailey Sewell (CRD# 7397953) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lafayette, TN and has 1 year of experience in the finance industry.
Loren Asmus (CRD# 6061788) is an Investment Advisor Representative working at Canterbury Consulting Incorporated in Gallatin, TN and has over 11 years of experience in the finance industry.
Frank Bowling (CRD# 4256803) is an Investment Advisor Representative working at Mml Investors Services, LLC in Gallatin, TN and has over 23 years of experience in the finance industry.
Sean Boyd (CRD# 6844242) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gallatin, TN and has 1 year of experience in the finance industry. Sean Boyd 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.
William Bryson (CRD# 1157536) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lebanon, TN and has over 37 years of experience in the finance industry.
Jeanne Connolly (CRD# 1539681) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Gallatin, TN and has over 29 years of experience in the finance industry.
Kenneth Ford (CRD# 5349525) is an Investment Advisor Representative working at Lpl Financial LLC in Gallatin, TN and has over 16 years of experience in the finance industry. Kenneth Ford 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.
Joshua Gerik (CRD# 4935027) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, TN and has over 18 years of experience in the finance industry.
David Gordon (CRD# 2128236) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lebanon, TN and has over 33 years of experience in the finance industry.