Distance Metro area (25 miles)
- 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
James Tarvin (CRD# 4415765) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Ooltewah, TN and has over 17 years of experience in the finance industry. James Tarvin 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.
Rae Haulk Davis (CRD# 2208056) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Ooltewah, TN and has over 24 years of experience in the finance industry.