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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
James De Tar (CRD# 4580388) is an Investment Advisor Representative working at Heritage Retirement Services in Lenoir City, TN and has over 21 years of experience in the finance industry. James De Tar 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.
Amanda Debord (CRD# 6361019) is an Investment Advisor Representative working at Edward Jones in Lenoir City, TN and has over 9 years of experience in the finance industry.
William Silvan (CRD# 1906921) is an Investment Advisor Representative working at Avantax Advisory Services in Lenoir City, TN and has over 33 years of experience in the finance industry.
Jennifer Laverghetta (CRD# 7484608) is an Investment Advisor Representative working at Edward Jones in Lenoir City, TN and has over 2 years of experience in the finance industry.
Dane Ogden (CRD# 6382265) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lenoir City, TN and has over 9 years of experience in the finance industry.
Chelsea Shanahan (CRD# 5541429) is an Investment Advisor Representative working at Lpl Financial LLC in Lenoir City, TN and has over 12 years of experience in the finance industry.
Bradley Adams (CRD# 5686846) is an Investment Advisor Representative working at Primerica Advisors in Knoxville, TN and has over 14 years of experience in the finance industry.
Mary Adkins (CRD# 4511877) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 21 years of experience in the finance industry.
Robert Ahler (CRD# 2790169) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Knoxville, TN and has over 27 years of experience in the finance industry.
Richard Albright (CRD# 1609391) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Greenback, TN and has over 37 years of experience in the finance industry.