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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
Bradley Kessler (CRD# 5976378) is an Investment Advisor Representative working at Kessler Planning Group in Somerville, TN and has over 12 years of experience in the finance industry. Bradley Kessler 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.
Jonathan Lafferty (CRD# 3120927) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ripley, TN and has over 25 years of experience in the finance industry.
John Moses (CRD# 1314201) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Ripley, TN and has over 34 years of experience in the finance industry.
Megan Roberts (CRD# 7068736) is an Investment Advisor Representative working at Edward Jones in Arlington, TN and has over 5 years of experience in the finance industry.
Michael Robinson (CRD# 4945175) is an Investment Advisor Representative working at Lpl Financial LLC in Bells, TN and has over 18 years of experience in the finance industry. Michael Robinson 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.
Timothy Shanklin (CRD# 1991966) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 34 years of experience in the finance industry.
Timothy Sheffield (CRD# 1694021) is an Investment Advisor Representative working at Calton & Associates, Inc. in Arlington, TN and has over 36 years of experience in the finance industry.
Timothy Stanz (CRD# 1341263) is an Investment Advisor Representative working at Mml Investors Services, LLC in Somerville, TN and has over 37 years of experience in the finance industry.
Brent Stone (CRD# 4532495) is an Investment Advisor Representative working at Edward Jones in Bolivar, TN and has over 21 years of experience in the finance industry.
Robert Tucker (CRD# 2891673) is an Investment Advisor Representative working at Sycamore Financial Advisors, Inc. in Humboldt, TN and has over 26 years of experience in the finance industry.