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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.
Robert Gay (CRD# 6342390) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 9 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.
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.
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.
Lee House (CRD# 5494045) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greeneville, TN and has over 16 years of experience in the finance industry. Lee House 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.
Drew Leach (CRD# 6060708) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Morristown, TN and has over 11 years of experience in the finance industry.
Darla Leblanc (CRD# 4596708) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Church Hill, TN and has over 21 years of experience in the finance industry.
Don Miller (CRD# 5272256) is an Investment Advisor Representative working at Lpl Financial LLC in Morristown, TN and has over 11 years of experience in the finance industry.