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
Kevin Allen (CRD# 4734150) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Chattanooga, TN and has over 12 years of experience in the finance industry. Kevin 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.
Erik Boehm (CRD# 4900697) is an Investment Advisor Representative working at Stone Bridge Asset Management, LLC in Chattanooga, TN and has over 11 years of experience in the finance industry.