-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Roger Moreau (CRD# 1701859) is an Investment Advisor Representative working at Moreau Investment Management Co in Jasper, TN and has over 36 years of experience in the finance industry.
Jason Parker (CRD# 4608025) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 21 years of experience in the finance industry. Jason Parker 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.
James Parrish (CRD# 4623703) is an Investment Advisor Representative working at Eudaimonia Advisors LLC in Winchester, TN and has over 20 years of experience in the finance industry.
Barry Peters (CRD# 6105120) is an Investment Advisor Representative working at Avantax Advisory Services in Winchester, TN and has over 11 years of experience in the finance industry.
David Pruitt (CRD# 4747701) is an Investment Advisor Representative working at Ashdon Investment Management, LLC in Tullahoma, TN and has 1 year of experience in the finance industry.
Judson Pyatt (CRD# 4294602) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Tullahoma, TN and has over 13 years of experience in the finance industry. Judson Pyatt 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.
Cameron Ray (CRD# 4245930) is an Investment Advisor Representative working at Beam Wealth Advisors, Inc. in Tullahoma, TN and has over 23 years of experience in the finance industry.
Jonathan Robertson (CRD# 5785130) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lynchburg, TN and has over 13 years of experience in the finance industry.
Joseph Saffer (CRD# 2016398) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Jasper, TN and has over 34 years of experience in the finance industry. Joseph Saffer 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.
John Shao (CRD# 3020236) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 26 years of experience in the finance industry.