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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
Philip Thomas (CRD# 1158925) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 40 years of experience in the finance industry.
Lydia Thompson (CRD# 4165036) is an Investment Advisor Representative working at Lpl Financial LLC in Hendersonville, TN and has over 23 years of experience in the finance industry.
William Thompson (CRD# 4001919) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bowling Green, KY and has over 24 years of experience in the finance industry.
Joseph Tucker (CRD# 5006941) is an Investment Advisor Representative working at Edward Jones in Springfield, TN and has over 18 years of experience in the finance industry.
Robert Vaught (CRD# 6018544) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, TN and has over 12 years of experience in the finance industry.
Chester Waggoner (CRD# 3237078) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Gallatin, TN and has over 24 years of experience in the finance industry.
Jonathan Walker (CRD# 4171428) is an Investment Advisor Representative working at Paul Winkler, Inc. in Gallatin, TN and has over 23 years of experience in the finance industry. Jonathan Walker 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.
Bradley Watts (CRD# 3199880) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Goodlettsville, TN and has over 20 years of experience in the finance industry.
Kelly Welker (CRD# 6279753) is an Investment Advisor Representative working at Edward Jones in Gallatin, TN and has over 10 years of experience in the finance industry.
Portia Wells (CRD# 4843365) is an Investment Advisor Representative working at Hms Investment Advisors in Nashville, TN and has over 19 years of experience in the finance industry. Portia Wells 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.