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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
William Hartman (CRD# 2445010) is an Investment Advisor Representative working at Hartman, William Denton in Batesville, MS and has over 28 years of experience in the finance industry. William Hartman 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.
David James (CRD# 1637716) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southaven, MS and has over 37 years of experience in the finance industry.
Matthew Kelso (CRD# 6795265) is an Investment Advisor Representative working at Edward Jones in Southaven, MS and has over 6 years of experience in the finance industry.
William Lloyd (CRD# 1549397) is an Investment Advisor Representative working at Equitable Advisors, LLC in Olive Branch, MS and has over 37 years of experience in the finance industry.
Guy Loftin (CRD# 1051592) is an Investment Advisor Representative working at Lpl Financial LLC in Olive Branch, MS and has over 41 years of experience in the finance industry.
Thomas McNeely (CRD# 2310304) is an Investment Advisor Representative working at Edward Jones in Olive Branch, MS and has over 30 years of experience in the finance industry.
Terance Morgan (CRD# 1541988) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Hernando, MS and has over 19 years of experience in the finance industry.
Alexander Petersen (CRD# 6752943) is an Investment Advisor Representative working at Edward Jones in Olive Branch, MS and has over 7 years of experience in the finance industry.
Jason Roberts (CRD# 5145641) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Olive Branch, MS and has over 17 years of experience in the finance industry.
Brett Rosson (CRD# 6242969) is an Investment Advisor Representative working at Edward Jones in Batesville, MS and has over 10 years of experience in the finance industry.