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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
Donna Alexander (CRD# 1428498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 29 years of experience in the finance industry.
Richard Alexander (CRD# 4342165) is an Investment Advisor Representative working at Edward Jones in Elizabethton, TN and has over 23 years of experience in the finance industry. Richard Alexander 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.
Jonathan Allen (CRD# 4752027) is an Investment Advisor Representative working at Allen Wealth Management, LLC in Boone, NC and has over 19 years of experience in the finance industry. Jonathan Allen 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.
Jeffrey Anderson (CRD# 2027908) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Johnson City, TN and has over 34 years of experience in the finance industry.
Toni Anderson (CRD# 5699016) is an Investment Advisor Representative working at Edward Jones in Lenoir, NC and has over 14 years of experience in the finance industry.
Jason Ardito (CRD# 5093960) is an Investment Advisor Representative working at Cary Street Partners in Johnson City, TN and has over 16 years of experience in the finance industry.
David B. Arnold (CRD# 2750002) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Johnson City, TN and has over 27 years of experience in the finance industry.
Philip Bachman (CRD# 6604650) is an Investment Advisor Representative working at Bcs Wealth Management, LLC in Johnson City, TN and has over 8 years of experience in the finance industry.
Matthew Bagley (CRD# 2892227) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boone, NC and has over 24 years of experience in the finance industry. Matthew Bagley 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.
Kimberly Bailey (CRD# 3073423) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Johnson City, TN and has over 25 years of experience in the finance industry.