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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
Marcus Trantham (CRD# 6401637) is an Investment Advisor Representative working at Edward Jones in Harrogate, TN and has over 9 years of experience in the finance industry.
Drew Adams (CRD# 5181929) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 17 years of experience in the finance industry.
Patrick Anstett (CRD# 2951927) is an Investment Advisor Representative working at Lpl Financial LLC in New Tazewell, TN and has over 21 years of experience in the finance industry.
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
David Broughton (CRD# 4831061) is an Investment Advisor Representative working at Edward Jones in Barbourville, KY and has over 19 years of experience in the finance industry.
Ancil Collett (CRD# 4355109) is an Investment Advisor Representative working at Alexander Investment Services Company in Harlan, KY and has over 23 years of experience in the finance industry.
Franklin Denton (CRD# 2381113) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tazewell, TN and has over 30 years of experience in the finance industry.
Louis Evola (CRD# 5864784) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Mooresburg, TN and has over 13 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
Samuel Holt (CRD# 6721145) is an Investment Advisor Representative working at Edward Jones in Morristown, TN and has over 7 years of experience in the finance industry.