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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
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.
Michael Bobo (CRD# 7460579) is an Investment Advisor Representative working at Mccay Wealth Advisory LLC in Manchester, TN and has 1 year of experience in the finance industry.
Genesis Botello (CRD# 7817379) is an Investment Advisor Representative working at Mccay Wealth Advisory LLC in Manchester, TN and has 1 year of experience in the finance industry.
Rebecca Carter (CRD# 7174557) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shelbyville, TN and has over 3 years of experience in the finance industry.
Jennifer Dougherty (CRD# 4709286) is an Investment Advisor Representative working at Edward Jones in Shelbyville, TN and has over 20 years of experience in the finance industry.
Constance Holland (CRD# 6321968) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mcminnville, TN and has over 9 years of experience in the finance industry.
Wendy Kell (CRD# 6518611) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Mcminnville, TN and has over 3 years of experience in the finance industry.
Aaron Mishoe (CRD# 7841095) is an Investment Advisor Representative working at Edward Jones in Mcminnville, TN and has 1 year of experience in the finance industry.
Angela Moore (CRD# 7252985) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 3 years of experience in the finance industry.
David Moore (CRD# 1002935) is an Investment Advisor Representative working at Planrock Investments LLC in Beechgrove, TN and has over 29 years of experience in the finance industry. David Moore 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.