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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
Richard Lee (CRD# 7238832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sparta, TN and has over 3 years of experience in the finance industry.
Lisa Malone (CRD# 4405281) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Baxter, TN and has over 22 years of experience in the finance industry.
Matthew Manson (CRD# 7350162) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Murfreesboro, TN and has over 2 years of experience in the finance industry.
Ben McPherson (CRD# 6870169) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cookeville, TN and has over 6 years of experience in the finance industry.
Delana Miller (CRD# 5901541) is an Investment Advisor Representative working at Lpl Financial LLC in Crossville, TN and has 1 year of experience in the finance industry.
Aaron Mishoe (CRD# 7841095) is an Investment Advisor Representative working at Edward Jones in Mcminnville, TN and has 1 year of experience in the finance industry.
Angela Moore (CRD# 7252985) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 4 years of experience in the finance industry.
David Moore (CRD# 1002935) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 29 years of experience in the finance industry. David Moore 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.
Nathan Owen (CRD# 7498435) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Murfreesboro, TN and has over 2 years of experience in the finance industry.
Eric Ragland (CRD# 7408514) is an Investment Advisor Representative working at Commonwealth Financial Network in Cookeville, TN and has over 2 years of experience in the finance industry.