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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
Stacey Andres (CRD# 6373652) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Spring Hill, TN and has over 9 years of experience in the finance industry.
Jeff Graves (CRD# 6952530) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Spring Hill, TN and has over 5 years of experience in the finance industry. Jeff Graves 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.
Lonnie Liston (CRD# 2185356) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Spring Hill, TN and has over 32 years of experience in the finance industry.
Kevin Moeller (CRD# 2225427) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Spring Hill, TN and has over 31 years of experience in the finance industry.
Elizabeth Morrill (CRD# 2210186) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Spring Hill, TN and has over 32 years of experience in the finance industry.
Dalton Potts (CRD# 6775784) is an Investment Advisor Representative working at Edward Jones in Spring Hill, TN and has over 5 years of experience in the finance industry.
Denny Rudolph (CRD# 4838421) is an Investment Advisor Representative working at Next Financial Group, Inc. in Spring Hill, TN and has over 19 years of experience in the finance industry.
Leslie Smith (CRD# 6428328) is an Investment Advisor Representative working at Edward Jones in Spring Hill, TN and has over 9 years of experience in the finance industry.
William Tenpenny (CRD# 5606390) is an Investment Advisor Representative working at Edward Jones in Spring Hill, TN and has over 14 years of experience in the finance industry.
James Griffin (CRD# 6662203) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Spring Hill, TN and has 1 year of experience in the finance industry.