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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
Mariafearlene Brown (CRD# 2772108) is an Investment Advisor Representative working at Paul Winkler, Inc. in Mount Juliet, TN and has over 15 years of experience in the finance industry.
Michael Claiborne (CRD# 6619237) is an Investment Advisor Representative working at First Advisors National, LLC in Mount Juliet, TN and has over 8 years of experience in the finance industry.
Lucas Dancy-Cabeal (CRD# 5561661) is an Investment Advisor Representative working at The Ameriflex Group in Mount Juliet, TN and has over 15 years of experience in the finance industry.
Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry. Scott Davis 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.
Justin Dorris (CRD# 5996634) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mount Juliet, TN and has over 12 years of experience in the finance industry. Justin Dorris 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.
David Gilbert (CRD# 2956316) is an Investment Advisor Representative working at Primerica Advisors in Mount Juliet, TN and has over 26 years of experience in the finance industry.
Cynthia Haddock (CRD# 3205310) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Mount Juliet, TN and has over 24 years of experience in the finance industry.
Binu Ittycheriah (CRD# 2885688) is an Investment Advisor Representative working at Primerica Advisors in Mount Juliet, TN and has over 26 years of experience in the finance industry.
John Long (CRD# 5863349) is an Investment Advisor Representative working at Edward Jones in Mount Juliet, TN and has over 13 years of experience in the finance industry.
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.