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Distance Only Nolensville, 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
Blake Cate (CRD# 716303) is an Investment Advisor Representative working at Smeac Financial, LLC in Nolensville, TN and has over 35 years of experience in the finance industry.
Andrew Clement (CRD# 6426113) is an Investment Advisor Representative working at Alongside Wealth Advisors, LLC in Nolensville, TN and has over 9 years of experience in the finance industry. Andrew Clement 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.
William McDonald (CRD# 4404937) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Nolensville, TN and has over 22 years of experience in the finance industry.
Sean McMahan (CRD# 6757774) is an Investment Advisor Representative working at Edward Jones in Nolensville, TN and has over 6 years of experience in the finance industry.
Shawn Valukas (CRD# 4973469) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nolensville, TN and has over 18 years of experience in the finance industry.
Phillip Wepking (CRD# 2622140) is an Investment Advisor Representative working at Lpl Financial LLC in Nolensville, TN and has over 28 years of experience in the finance industry.
Eric Williams (CRD# 5966687) is an Investment Advisor Representative working at Edward Jones in Nolensville, TN and has over 12 years of experience in the finance industry.
Edward Hood (CRD# 7089570) is an Investment Advisor Representative working at Edward Jones in Nolensville, TN and has over 4 years of experience in the finance industry.
Staci Irwin (CRD# 6834712) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Nolensville, TN and has over 6 years of experience in the finance industry.
Samuel Smith (CRD# 5203199) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Nolensville, TN and has over 17 years of experience in the finance industry.