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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
David Stites (CRD# 6432834) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 9 years of experience in the finance industry. David Stites 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.
Jason Tate (CRD# 2959895) is an Investment Advisor Representative working at Jason Tate Financial Consulting, LLC in Murfreesboro, TN and has over 26 years of experience in the finance industry.
Lawrence Taylor (CRD# 1068289) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Cookeville, TN and has over 41 years of experience in the finance industry.
Jeffery Uselton (CRD# 5791291) is an Investment Advisor Representative working at Lpl Financial LLC in Mcminnville, TN and has over 9 years of experience in the finance industry. Jeffery Uselton 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.
Landon Vick (CRD# 4959130) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cookeville, TN and has over 17 years of experience in the finance industry. Landon Vick 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.
Chris Wakefield (CRD# 6189941) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 10 years of experience in the finance industry.
Dale Walker (CRD# 4715946) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Sparta, TN and has over 20 years of experience in the finance industry.
William Webb (CRD# 4870636) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 16 years of experience in the finance industry.
William Welch (CRD# 2704857) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cookeville, TN and has over 27 years of experience in the finance industry.
Michelle Whiteaker (CRD# 3007086) is an Investment Advisor Representative working at Commonwealth Financial Network in Cookeville, TN and has over 23 years of experience in the finance industry.