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Distance Only Oak Ridge, 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
Ellen Coppinger (CRD# 2711753) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oak Ridge, TN and has over 28 years of experience in the finance industry. Ellen Coppinger 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.
Jeremy Doll (CRD# 5093468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Ridge, TN and has over 18 years of experience in the finance industry.
Karl Flatau (CRD# 5974091) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 12 years of experience in the finance industry.
Robert Green (CRD# 4049991) is an Investment Advisor Representative working at Avantax Advisory Services in Oak Ridge, TN and has over 24 years of experience in the finance industry.
Sheldon Green (CRD# 3026992) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oak Ridge, TN and has over 23 years of experience in the finance industry.
Stanton Jacobs (CRD# 2196301) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Oak Ridge, TN and has over 32 years of experience in the finance industry.
David Kirkwood (CRD# 1833738) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oak Ridge, TN and has over 35 years of experience in the finance industry.
Robert Lyon (CRD# 3066185) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 25 years of experience in the finance industry. Robert Lyon 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.
Brian Mullins (CRD# 2729906) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Oak Ridge, TN and has over 27 years of experience in the finance industry.