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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
Justin Wilson (CRD# 5834460) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oneida, TN and has over 11 years of experience in the finance industry. Justin Wilson 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.
Lori Miller (CRD# 7216769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oneida, TN and has 1 year of experience in the finance industry.
Gregory Rankin (CRD# 6609396) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Monticello, KY and has over 8 years of experience in the finance industry.
Zacherly Sheets (CRD# 6000254) is an Investment Advisor Representative working at Edward Jones in La Follette, TN and has over 12 years of experience in the finance industry.
Charles Sweat (CRD# 2466467) is an Investment Advisor Representative working at Tennessee Valley Asset Management Partners, LLC in Jacksboro, TN and has over 30 years of experience in the finance industry. Charles Sweat 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.
Jonathan Tue (CRD# 5263105) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Jacksboro, TN and has over 17 years of experience in the finance industry.