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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
Sue Patrick (CRD# 4263588) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Woodbury, TN and has over 23 years of experience in the finance industry.
Daryl Phillips (CRD# 4262531) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Sparta, TN and has over 23 years of experience in the finance industry.
David Pruitt (CRD# 4747701) is an Investment Advisor Representative working at Ashdon Investment Management, LLC in Tullahoma, TN and has 1 year of experience in the finance industry.
Judson Pyatt (CRD# 4294602) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Tullahoma, TN and has over 13 years of experience in the finance industry. Judson Pyatt 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.
Donald Randolph (CRD# 4527149) is an Investment Advisor Representative working at Lpl Financial LLC in Sparta, TN and has over 21 years of experience in the finance industry.
Cameron Ray (CRD# 4245930) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Tullahoma, TN and has over 23 years of experience in the finance industry.
Samuel Rosner (CRD# 5289870) is an Investment Advisor Representative working at Vicus Capital, Inc. in Murfreesboro, TN and has over 16 years of experience in the finance industry.
David Seibert (CRD# 2738072) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Murfreesboro, TN and has over 22 years of experience in the finance industry.
Jason Tate (CRD# 2959895) is an Investment Advisor Representative working at Jason Tate Financial Consulting, LLC in Murfreesboro, TN and has over 26 years of experience in the finance industry.
Thomas Vennero (CRD# 6052746) is an Investment Advisor Representative working at Edward Jones in Dunlap, TN and has over 11 years of experience in the finance industry.