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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
Patrick Anstett (CRD# 2951927) is an Investment Advisor Representative working at Lpl Financial LLC in New Tazewell, TN and has over 21 years of experience in the finance industry.
Mark Ashford (CRD# 2994722) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Morristown, TN and has over 26 years of experience in the finance industry.
Robert Cagle (CRD# 6792758) is an Investment Advisor Representative working at Portfolio Medics, LLC in White Pine, TN and has over 6 years of experience in the finance industry.
Timothy Chambers (CRD# 3027699) is an Investment Advisor Representative working at Mai Capital Management, LLC in White Pine, TN and has over 25 years of experience in the finance industry.
Timothy Champ (CRD# 6793230) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 6 years of experience in the finance industry.
Franklin Denton (CRD# 2381113) is an Investment Advisor Representative working at Mml Investors Services, LLC in Tazewell, TN and has over 30 years of experience in the finance industry.
Louis Evola (CRD# 5864784) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Mooresburg, TN and has over 13 years of experience in the finance industry.
Jason Good (CRD# 5546080) is an Investment Advisor Representative working at Edward Jones in Jefferson City, TN and has over 13 years of experience in the finance industry.
Gregory Greene (CRD# 5842385) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Morristown, TN and has over 13 years of experience in the finance industry.
Nancy Guillen (CRD# 5601761) is an Investment Advisor Representative working at Southern Heritage Investments & Planning in Morristown, TN.
Advisory Services are offered through Creative Financial Designs, Inc. a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a registered Broker/Dealer, Member FINRA & SIPC, 2704 South Goyer, Kokomo, IN 46902 (765) 453-9600.
Southern Heritage Investments & Planning is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.