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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
Rebecca Frazier (CRD# 2210285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has over 31 years of experience in the finance industry. Rebecca Frazier 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.
Robert Gay (CRD# 6342390) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 9 years of experience in the finance industry.
Nathan Goodwin (CRD# 6161633) is an Investment Advisor Representative working at Bcs Wealth Management, LLC in Kingsport, TN and has over 11 years of experience in the finance industry.
Gregory Greene (CRD# 5842385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morristown, TN and has over 13 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Frances Hamby (CRD# 2481480) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Kingsport, TN and has over 29 years of experience in the finance industry.
William Hamilton (CRD# 2603649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kingsport, TN and has over 28 years of experience in the finance industry.
Wilfred Haselton (CRD# 5059178) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Kingsport, TN and has over 18 years of experience in the finance industry.
Crampton Helms (CRD# 1302186) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Morristown, TN and has over 39 years of experience in the finance industry. Crampton Helms 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.
Samuel Holt (CRD# 6721145) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 7 years of experience in the finance industry.