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Distance Only Mount Juliet, TN
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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
Taylor McBath (CRD# 6536354) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Juliet, TN and has over 8 years of experience in the finance industry.
Jacob McKissack (CRD# 6168732) is an Investment Advisor Representative working at Edward Jones in Mount Juliet, TN and has over 10 years of experience in the finance industry.
Kathryn Murphy (CRD# 6450069) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mount Juliet, TN and has over 7 years of experience in the finance industry.
Angelo Roman (CRD# 1989113) is an Investment Advisor Representative working at Roman Wealth Management, LLC in Mount Juliet, TN and has over 34 years of experience in the finance industry.
Patrick Sims (CRD# 5029478) is an Investment Advisor Representative working at Edward Jones in Mount Juliet, TN and has over 5 years of experience in the finance industry.
Charles Watson (CRD# 4469572) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Mount Juliet, TN and has over 21 years of experience in the finance industry. Charles Watson 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.
James Whatley (CRD# 1807148) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Juliet, TN and has over 36 years of experience in the finance industry.
Jennifer Brunotts (CRD# 2075864) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Mount Juliet, TN and has over 29 years of experience in the finance industry.
Brianna Conn (CRD# 7732017) is an Investment Advisor Representative working at Childfree Wealth in Mount Juliet, TN and has 1 year of experience in the finance industry.
Lesa Fletcher (CRD# 4439483) is an Investment Advisor Representative working at Primerica Advisors in Mount Juliet, TN and has over 22 years of experience in the finance industry.