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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
Mitchell Tuell (CRD# 5226351) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Johnson City, TN and has over 17 years of experience in the finance industry.
Teresa Unick (CRD# 2346329) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Kingsport, TN and has over 28 years of experience in the finance industry. Teresa Unick 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.
Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 20 years of experience in the finance industry.
Robert Walters (CRD# 2216758) is an Investment Advisor Representative working at Cary Street Partners in Abingdon, VA and has over 32 years of experience in the finance industry. Robert Walters 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.
Angie Waters (CRD# 4327268) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Abingdon, VA and has over 20 years of experience in the finance industry.
Jonathan Weatherly (CRD# 4811385) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 19 years of experience in the finance industry.
Natalie Wells (CRD# 4104484) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingsport, TN and has over 23 years of experience in the finance industry.
Jessee White (CRD# 6776905) is an Investment Advisor Representative working at Edward Jones in Bristol, TN and has over 7 years of experience in the finance industry.
Kevin White (CRD# 5852789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Johnson City, TN and has over 11 years of experience in the finance industry.
Angela Williams (CRD# 5188929) is an Investment Advisor Representative working at Integrity Capital Management in Kingsport, TN and has over 17 years of experience in the finance industry.