-
Distance Only Greeneville, TN
-
COMPENSATION Either
-
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
Brian Click (CRD# 3242951) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 24 years of experience in the finance industry. Brian Click 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.
William Endean (CRD# 6862526) is an Investment Advisor Representative working at Edward Jones in Greeneville, TN and has over 6 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.
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.
Christopher O'dell (CRD# 4596845) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greeneville, TN and has over 21 years of experience in the finance industry.
Matthew Renner (CRD# 4915433) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Greeneville, TN and has over 16 years of experience in the finance industry.
George Scott (CRD# 6899431) is an Investment Advisor Representative working at Cornerstone Wealth Management Group in Greeneville, TN and has over 6 years of experience in the finance industry. George Scott 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.
Mac Stevens (CRD# 2337852) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greeneville, TN and has over 30 years of experience in the finance industry.
Charles Wagner (CRD# 4630651) is an Investment Advisor Representative working at Lpl Financial LLC in Greeneville, TN and has over 20 years of experience in the finance industry.
Steve is a Certified Financial Planner (CFP), Entrepreneur, and Executive with decades of experience. He is Co-Founder, Co-Owner, & CEO of Sapiat Financial Group and President of Sapiat Asset Management.
Steve is also a 3rd generation veteran, having proudly served with the U.S. Army’s 9th Infantry Regiment. After receiving an Honorable Discharge, Steve enrolled at the University of Alaska Fairbanks, while simultaneously working in construction and as an auto mechanic to help fund his education. After graduating with a B.A. Economics, he began his career as a Management Trainee at First National...