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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
Keefer Andrew (CRD# 7772650) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has 1 year of experience in the finance industry.
Bryce Bissell (CRD# 7258192) is an Investment Advisor Representative working at Edward Jones in Dandridge, TN and has 1 year of experience in the finance industry.
Sarah Coughlin (CRD# 5069406) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 18 years of experience in the finance industry.
Matthew Felty (CRD# 6330037) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 9 years of experience in the finance industry.
Lori Harmon (CRD# 5527086) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greeneville, TN and has over 8 years of experience in the finance industry.
Brandon Helton (CRD# 7189484) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 4 years of experience in the finance industry.
Andrew Julian (CRD# 6590263) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 7 years of experience in the finance industry. Andrew Julian 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.
Victoria Miller (CRD# 2013559) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Market, TN and has over 31 years of experience in the finance industry.
Christopher O'dell (CRD# 6868304) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, TN and has over 3 years of experience in the finance industry.
Sherry Price (CRD# 6387776) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rogersville, TN and has over 9 years of experience in the finance industry.