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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
Scott Robbins (CRD# 4540655) is an Investment Advisor Representative working at Private Wealth Management, Inc. in Memphis, TN and has over 22 years of experience in the finance industry. Scott Robbins 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.
Megan Roberts (CRD# 7068736) is an Investment Advisor Representative working at Edward Jones in Arlington, TN and has over 5 years of experience in the finance industry.
William Ryan (CRD# 1566695) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Cordova, TN and has over 10 years of experience in the finance industry.
James Sanford (CRD# 1072165) is an Investment Advisor Representative working at Huntleigh Advisors, Inc. in Cordova, TN and has over 41 years of experience in the finance industry.
David Schmidt (CRD# 1482732) is an Investment Advisor Representative working at Lpl Financial LLC in Cordova, TN and has over 37 years of experience in the finance industry.
Charles Scott (CRD# 5789551) is an Investment Advisor Representative working at Equitable Advisors, LLC in Collierville, TN and has over 6 years of experience in the finance industry.
Brenda Seeger (CRD# 7043519) is an Investment Advisor Representative working at Edward Jones in Collierville, TN and has over 5 years of experience in the finance industry.
James Sego (CRD# 4824178) is an Investment Advisor Representative working at Sego Wealth Management, LLC in Collierville, TN and has over 19 years of experience in the finance industry. James Sego 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 Shamoun (CRD# 1826823) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cordova, TN and has over 36 years of experience in the finance industry.