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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
Sheldon Green (CRD# 3026992) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oak Ridge, TN and has over 23 years of experience in the finance industry.
Jeffery Keagle (CRD# 6029467) is an Investment Advisor Representative working at Edward Jones in Crossville, TN and has over 12 years of experience in the finance industry.
David Kirkwood (CRD# 1833738) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oak Ridge, TN and has over 35 years of experience in the finance industry.
Quentin Ledford (CRD# 1990921) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Crossville, TN and has over 24 years of experience in the finance industry.
Jeremy Loftis (CRD# 5223020) is an Investment Advisor Representative working at Edward Jones in Madisonville, TN and has over 10 years of experience in the finance industry.
Robert Lyon (CRD# 3066185) is an Investment Advisor Representative working at Edward Jones in Oak Ridge, TN and has over 25 years of experience in the finance industry. Robert Lyon 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.
Susan Martin (CRD# 705720) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Crossville, TN and has over 44 years of experience in the finance industry.
Rocky Montgomery (CRD# 1574808) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Loudon, TN and has over 37 years of experience in the finance industry.
Richard Orna (CRD# 4534202) is an Investment Advisor Representative working at Lpl Financial LLC in Crossville, TN and has over 21 years of experience in the finance industry.