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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 Oesch (CRD# 6187801) is an Investment Advisor Representative working at Edward Jones in Chattanooga, TN and has over 10 years of experience in the finance industry.
Jason Parker (CRD# 4608025) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 21 years of experience in the finance industry. Jason Parker 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 Parrish (CRD# 4623703) is an Investment Advisor Representative working at Eudaimonia Advisors LLC in Winchester, TN and has over 20 years of experience in the finance industry.
Joseph Saffer (CRD# 2016398) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Jasper, TN and has over 34 years of experience in the finance industry. Joseph Saffer 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.
Anna Schoor (CRD# 5347740) is an Investment Advisor Representative working at Eudaimonia Advisors LLC in Winchester, TN and has over 16 years of experience in the finance industry.
John Shao (CRD# 3020236) is an Investment Advisor Representative working at Eudaimonia Partners, LLC in Winchester, TN and has over 26 years of experience in the finance industry.
Amy Stone (CRD# 5398637) is an Investment Advisor Representative working at Acumen Wealth Advisors, LLC in Chattanooga, TN and has over 15 years of experience in the finance industry.
Bobby Tallent (CRD# 4875478) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chattanooga, TN and has over 17 years of experience in the finance industry.
Garrett Tolley (CRD# 6692265) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Chattanooga, TN and has over 7 years of experience in the finance industry.
Carrie Turcotte (CRD# 5158372) is an Investment Advisor Representative working at Lpl Financial LLC in Chattanooga, TN and has over 17 years of experience in the finance industry. Carrie Turcotte 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.