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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
Lindsey Cotter (CRD# 6914972) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Murfreesboro, TN and has over 6 years of experience in the finance industry.
David Cowee (CRD# 5390261) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Goodlettsville, TN and has over 16 years of experience in the finance industry.
Alden Cox (CRD# 6233199) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hendersonville, TN and has over 8 years of experience in the finance industry.
Larry Crocker (CRD# 2674217) is an Investment Advisor Representative working at Retirement Capital Management, LLC in Murfreesboro, TN and has over 28 years of experience in the finance industry.
Lucas Dancy-Cabeal (CRD# 5561661) is an Investment Advisor Representative working at The Ameriflex Group in Mount Juliet, TN and has over 15 years of experience in the finance industry.
Beverly Davis (CRD# 4833572) is an Investment Advisor Representative working at Caldwell Advisors, LLC in Murfreeesboro, TN and has over 19 years of experience in the finance industry.
Carl Davis (CRD# 6684349) is an Investment Advisor Representative working at Archer Investment Corporation in Hendersonville, TN and has over 7 years of experience in the finance industry.
Kevin Davis (CRD# 4963100) is an Investment Advisor Representative working at Lpl Financial LLC in Hendersonville, TN and has over 18 years of experience in the finance industry. Kevin Davis 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.
Samuel Davis (CRD# 1612429) is an Investment Advisor Representative working at Avantax Advisory Services in Nashville, TN and has over 37 years of experience in the finance industry.
Scott Davis (CRD# 4252596) is an Investment Advisor Representative working at Family Tree Wealth Advisors, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry. Scott Davis 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.