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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
Amy France (CRD# 2913278) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Newport, TN and has over 26 years of experience in the finance industry.
Matthew Gathagan (CRD# 5963701) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has over 11 years of experience in the finance industry.
Jason Good (CRD# 5546080) is an Investment Advisor Representative working at Edward Jones in Jefferson City, TN and has over 13 years of experience in the finance industry.
Gregory Greene (CRD# 5842385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morristown, TN and has over 13 years of experience in the finance industry.
Gregory Griffith (CRD# 1849538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sevierville, TN and has over 35 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Coby Harper (CRD# 1073666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Sevierville, TN and has over 41 years of experience in the finance industry.
Lisa Helton (CRD# 5626527) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 13 years of experience in the finance industry.
Samuel Holt (CRD# 6721145) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 7 years of experience in the finance industry.
Travis Jacques (CRD# 4372252) is an Investment Advisor Representative working at Private Advisor Group, LLC in Sevierville, TN and has over 22 years of experience in the finance industry.