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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
Jeremy Loftis (CRD# 5223020) is an Investment Advisor Representative working at Edward Jones in Madisonville, TN and has over 10 years of experience in the finance industry.
Robert Lyon (CRD# 3066185) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 25 years of experience in the finance industry. Robert Lyon 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.
Susan Martin (CRD# 705720) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Crossville, TN and has over 44 years of experience in the finance industry.
Roxanne Miles (CRD# 6924733) is an Investment Advisor Representative working at Lpl Financial LLC in Lenoir City, TN and has over 5 years of experience in the finance industry.
Rocky Montgomery (CRD# 1574808) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Loudon, TN and has over 37 years of experience in the finance industry.
Brian Mullins (CRD# 2729906) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Oak Ridge, TN and has over 27 years of experience in the finance industry.
Richard Orna (CRD# 4534202) is an Investment Advisor Representative working at Lpl Financial LLC in Crossville, TN and has over 21 years of experience in the finance industry.
Delauna Pack (CRD# 7079621) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 4 years of experience in the finance industry.
Nathan Parkhurst (CRD# 4800236) is an Investment Advisor Representative working at Commonwealth Financial Network in Oak Ridge, TN and has over 19 years of experience in the finance industry.
William Parkhurst (CRD# 1080849) is an Investment Advisor Representative working at Commonwealth Financial Network in Oak Ridge, TN and has over 40 years of experience in the finance industry.