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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
Daniel Green (CRD# 5807701) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Knoxville, TN and has over 12 years of experience in the finance industry.
James Bales (CRD# 7063645) is an Investment Advisor Representative working at Edward Jones in Sevierville, TN and has over 4 years of experience in the finance industry.
Robert Ball (CRD# 7571235) is an Investment Advisor Representative working at Edelman Financial Engines in Knoxville, TN and has 1 year of experience in the finance industry.
Bryce Bissell (CRD# 7258192) is an Investment Advisor Representative working at Edward Jones in Dandridge, TN and has 1 year of experience in the finance industry.
Theresa Rose Bolen (CRD# 7300458) is an Investment Advisor Representative working at Private Advisor Group, LLC in Knoxville, TN and has 1 year of experience in the finance industry.
Peyton Booker (CRD# 7644463) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jefferson City, TN and has 1 year of experience in the finance industry.
Jason Breland (CRD# 7520516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maryville, TN and has over 2 years of experience in the finance industry.
Chad Brogdon (CRD# 7129867) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Knoxville, TN and has over 4 years of experience in the finance industry.
Jacob Bunch (CRD# 7611631) is an Investment Advisor Representative working at Private Advisor Group, LLC in Sevierville, TN and has 1 year of experience in the finance industry.
Misty Castiglia (CRD# 7302832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Maryville, TN and has over 3 years of experience in the finance industry.