Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luann? Claim Your ProfileLuann Craft Jarnagin is a financial advisor with WMG Financial Advisors, LLC. Luann has been in the industry since October 2009 and has a broad range of experience in both individual and business financial planning. Luann specializes in retirement planning, investment management, and insurance. Luann is a registered investment advisor and holds Series 6, 62, 63 and 65 licenses. Luann is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
08/15/2017 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
12/08/2017 - 12/31/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (KNOXVILLE TN)
TN
10/05/2009 - 12/20/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (KNOXVILLE TN)
IA
Issued 07/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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