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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
Gabriel Talley (CRD# 6123199) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Winchester, TN and has 1 year of experience in the finance industry. Gabriel Talley 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.
Joshua Wells (CRD# 6331245) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, TN and has over 9 years of experience in the finance industry.
Michael Wickberg (CRD# 4326954) is an Investment Advisor Representative working at Lpl Financial LLC in Lewisburg, TN and has over 23 years of experience in the finance industry.
Charles Williams (CRD# 5400426) is an Investment Advisor Representative working at Edward Jones in Shelbyville, TN and has over 16 years of experience in the finance industry.
James Williams (CRD# 5983086) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Shelbyville, TN and has over 12 years of experience in the finance industry.
Tony Wooten (CRD# 5158164) is an Investment Advisor Representative working at Lpl Financial LLC in Shelbyville, TN and has over 17 years of experience in the finance industry.
Melissa Bass (CRD# 7820198) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, TN and has 1 year of experience in the finance industry.
Michael Bobo (CRD# 7460579) is an Investment Advisor Representative working at Mccay Wealth Advisory LLC in Manchester, TN and has 1 year of experience in the finance industry.
Genesis Botello (CRD# 7817379) is an Investment Advisor Representative working at Mccay Wealth Advisory LLC in Manchester, TN and has 1 year of experience in the finance industry.
Mark Brewer (CRD# 7399608) is an Investment Advisor Representative working at Edward Jones in Tullahoma, TN and has over 2 years of experience in the finance industry.