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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
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.
Lee Lofton (CRD# 5277046) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sevierville, TN and has over 17 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.
Alan Rader (CRD# 7791563) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has 1 year of experience in the finance industry.
David Reel (CRD# 5228522) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 15 years of experience in the finance industry.
Emily Robertson (CRD# 7793543) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, TN and has 1 year of experience in the finance industry.
Amanda Vititoe (CRD# 4824938) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 4 years of experience in the finance industry.