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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
Laura Upham (CRD# 6978555) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Germantown, TN and has over 5 years of experience in the finance industry.
Nathan Warren (CRD# 1240004) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Collierville, TN and has over 37 years of experience in the finance industry.
Amanda White (CRD# 6271146) is an Investment Advisor Representative working at Edward Jones in Oakland, TN and has over 10 years of experience in the finance industry.
Rae Willis (CRD# 2859000) is an Investment Advisor Representative working at Principal Securities, Inc. in Rossville, TN and has over 27 years of experience in the finance industry.
Michael Winemiller (CRD# 2738609) is an Investment Advisor Representative working at Avantax Advisory Services in Collierville, TN and has over 28 years of experience in the finance industry.
Wade Winsett (CRD# 6755644) is an Investment Advisor Representative working at Commonwealth Financial Network in Collierville, TN and has over 5 years of experience in the finance industry. Wade Winsett 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.
Matthew Yokie (CRD# 5087268) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Collierville, TN and has over 17 years of experience in the finance industry.
Robert Young (CRD# 6609482) is an Investment Advisor Representative working at Edward Jones in Cordova, TN and has over 8 years of experience in the finance industry.
James Adkins (CRD# 7469417) is an Investment Advisor Representative working at Adkins Asset Management LLC in Cordova, TN and has over 2 years of experience in the finance industry.
Jimmy Adkins (CRD# 7363599) is an Investment Advisor Representative working at Adkins Asset Management LLC in Cordova, TN and has over 3 years of experience in the finance industry.