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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
Teresa Unick (CRD# 2346329) is an Investment Advisor Representative working at First Horizon Advisors, Inc. in Kingsport, TN and has over 28 years of experience in the finance industry. Teresa Unick 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.
Charles Wagner (CRD# 4630651) is an Investment Advisor Representative working at Lpl Financial LLC in Greeneville, TN and has over 21 years of experience in the finance industry.
Natalie Wells (CRD# 4104484) is an Investment Advisor Representative working at Wells Fargo Advisors in Kingsport, TN and has over 23 years of experience in the finance industry.
Jessee White (CRD# 6776905) is an Investment Advisor Representative working at Edward Jones in Bristol, TN and has over 7 years of experience in the finance industry.
Kevin White (CRD# 5852789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Johnson City, TN and has over 11 years of experience in the finance industry.
Angela Williams (CRD# 5188929) is an Investment Advisor Representative working at Integrity Capital Management in Kingsport, TN and has over 17 years of experience in the finance industry.
Stephen Wilson (CRD# 4812534) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bristol, TN and has over 19 years of experience in the finance industry.
William Wilson (CRD# 5557256) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Johnson City, TN and has over 15 years of experience in the finance industry.
Gary Wright (CRD# 1871109) is an Investment Advisor Representative working at Edward Jones in Kingsport, TN and has over 35 years of experience in the finance industry. Gary Wright 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.
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...