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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
Sean O'brien (CRD# 5531048) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Monterey, TN and has over 15 years of experience in the finance industry. Sean O'brien 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 Baucum (CRD# 6063492) is an Investment Advisor Representative working at Lpl Financial LLC in Crossville, TN and has over 11 years of experience in the finance industry.
Joshua Bauer (CRD# 4860131) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cookeville, TN and has over 19 years of experience in the finance industry.
Frank Bellar (CRD# 5440893) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cookeville, TN and has over 16 years of experience in the finance industry.
Frank Bellar Jr. (CRD# 849391) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cookeville, TN and has over 39 years of experience in the finance industry.
D Bilbrey (CRD# 2612805) is an Investment Advisor Representative working at Lpl Financial LLC in Crossville, TN and has over 28 years of experience in the finance industry.
Peter Bisbee (CRD# 5500222) is an Investment Advisor Representative working at Edward Jones in Crossville, TN and has over 15 years of experience in the finance industry.
John Boots (CRD# 3130834) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cookeville, TN and has over 25 years of experience in the finance industry.
Matthew Brown (CRD# 6330039) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cookeville, TN and has over 8 years of experience in the finance industry.
James Cannon (CRD# 3145573) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 25 years of experience in the finance industry.