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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
Gerald Nelson (CRD# 4579032) is an Investment Advisor Representative working at Principal Securities, Inc. in Oakland, TN and has over 19 years of experience in the finance industry.
Amanda White (CRD# 6271146) is an Investment Advisor Representative working at Edward Jones in Oakland, TN and has over 10 years of experience in the finance industry.
David Trosper (CRD# 4909558) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, TN and has over 19 years of experience in the finance industry.
Shannon Acosta (CRD# 6347351) is an Investment Advisor Representative working at Lpl Financial LLC in Memphis, TN and has over 8 years of experience in the finance industry.
Michael Agee (CRD# 3177764) is an Investment Advisor Representative working at Strategic Advisory Services in Memphis, TN and has over 25 years of experience in the finance industry.
Sudhir Agrawal (CRD# 3193095) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Germantown, TN and has over 25 years of experience in the finance industry. Sudhir Agrawal 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.
John Alexander (CRD# 2768839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Memphis, TN and has over 22 years of experience in the finance industry.
Louis Allen (CRD# 2340964) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Memphis, TN and has over 30 years of experience in the finance industry.
William Allen (CRD# 6236635) is an Investment Advisor Representative working at Red Door Wealth Management, LLC in Memphis, TN and has over 10 years of experience in the finance industry. William Allen 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.
John Anderson (CRD# 5822401) is an Investment Advisor Representative working at Cypress Wealth Management, LLC in Germantown, TN and has over 13 years of experience in the finance industry. John Anderson 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.