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Distance Only Germantown, TN
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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
Cheryl Kelley (CRD# 2700474) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Germantown, TN and has over 28 years of experience in the finance industry. Cheryl Kelley 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.
Broc Kreitz (CRD# 2960353) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Germantown, TN and has over 25 years of experience in the finance industry. Broc Kreitz 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.
Wesley Lacey (CRD# 5247773) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Germantown, TN and has over 15 years of experience in the finance industry. Wesley Lacey 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.
Robert Lackey (CRD# 6116686) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Germantown, TN and has over 11 years of experience in the finance industry.
Eddie Lancaster (CRD# 2273215) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Germantown, TN and has over 31 years of experience in the finance industry.
Windall Lancaster (CRD# 2603422) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Germantown, TN and has over 29 years of experience in the finance industry.
Frank Lequerica (CRD# 5834280) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Germantown, TN and has over 10 years of experience in the finance industry.
Dean Makinster (CRD# 4692850) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Germantown, TN and has over 17 years of experience in the finance industry.
Sarah McBride (CRD# 5657882) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Germantown, TN and has over 15 years of experience in the finance industry.
Jerry McEwen (CRD# 502082) is an Investment Advisor Representative working at Wells Fargo Advisors in Germantown, TN and has over 39 years of experience in the finance industry.