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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
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.
Michael Williams (CRD# 2206718) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cookeville, TN and has over 32 years of experience in the finance industry. Michael Williams 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.
Jordan M. Witt (CRD# 6124645) is an Investment Advisor Representative working at Witt Financial Group, LLC in Crossville, TN and has over 7 years of experience in the finance industry.
Julie Yother (CRD# 1511353) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cookeville, TN and has over 37 years of experience in the finance industry.
Mike Yother (CRD# 2451774) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Cookeville, TN and has over 30 years of experience in the finance industry.
Sean O'brien (CRD# 5531048) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Monterey, TN and has over 15 years of experience in the finance industry. Sean O'brien 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.
Catharine Albin (CRD# 7690471) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mcminnville, TN and has 1 year of experience in the finance industry.