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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
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
Gregory Greene (CRD# 5842385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morristown, TN and has over 13 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Samuel Holt (CRD# 6721145) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 7 years of experience in the finance industry.
Drew Leach (CRD# 6060708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Morristown, TN and has over 11 years of experience in the finance industry.
Don Miller (CRD# 5272256) is an Investment Advisor Representative working at Lpl Financial LLC in Morristown, TN and has over 11 years of experience in the finance industry.
Traci Miller (CRD# 4529286) is an Investment Advisor Representative working at Lpl Financial LLC in Morristown, TN and has over 16 years of experience in the finance industry.
Justin Myers (CRD# 5868828) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Morristown, TN and has over 13 years of experience in the finance industry.
James Pope (CRD# 3053073) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Morristown, TN and has over 23 years of experience in the finance industry.
Adam Smith (CRD# 7043575) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 5 years of experience in the finance industry.