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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
David Escalante (CRD# 5765859) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fairview, TN and has over 10 years of experience in the finance industry.
David Ferraro (CRD# 5512391) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, TN and has over 13 years of experience in the finance industry.
Lee Ficken (CRD# 5981089) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Fairview, TN and has over 11 years of experience in the finance industry.
Weisley Frazier (CRD# 4845440) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, TN and has over 19 years of experience in the finance industry. Weisley Frazier 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.
Benjamin Gentry (CRD# 4534266) is an Investment Advisor Representative working at Private Advisor Group, LLC in Columbia, TN and has over 21 years of experience in the finance industry.
Charles Gillen (CRD# 1594169) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, TN and has over 37 years of experience in the finance industry. Charles Gillen 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.
Daniel Greer (CRD# 4185363) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Fairview, TN and has over 23 years of experience in the finance industry.
David Hill (CRD# 5939127) is an Investment Advisor Representative working at Caelian Capital Strategies, LLC in Fairview, TN and has over 8 years of experience in the finance industry.
Gregory Hood (CRD# 6739172) is an Investment Advisor Representative working at Private Advisor Group, LLC in Columbia, TN and has over 7 years of experience in the finance industry.
Lee Hooks (CRD# 4905055) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, TN and has over 19 years of experience in the finance industry. Lee Hooks 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.