Invested Better
Educational Seminars & Workshops Advisors in Tennessee
5,989 Results
Unclaimed
location

NASHVILLE, TN

experience

30 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Chong Uk Nam is a financial advisor with over 28 years of experience in the industry. Chong Uk Nam is currently registered with &partners, a firm with offices in Henderson, NV, and Nashville, TN. Chong Uk Nam has previously worked with several other firms including Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., PaineWebber Incorporated, and Columbus Financial, Inc. Chong Uk Nam holds several licenses including Series 3, 7, 9, 10, 31, 63 and 65 and has a broad range of experience in various financial products and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

NASHVILLE, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Chontel Bracey is a registered representative with Raymond James & Associates, Inc. Chontel has over 20 years of experience in the financial services industry and is dedicated to providing clients with personalized financial advice. Previously, Chontel held positions at Morgan Keegan & Company, Inc. and UBS Financial Services Inc. Chontel specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

United Capital Financial Advisors

location

MEMPHIS, TN

0 Disclosures

ADVISOR BIO

Chris Badciong is an Investment Advisor Representative at United Capital Financial Advisors. Chris has been in the industry since 1989 and is registered with the states of Tennessee and Texas. Chris has passed the Series 3 and Series 65 exams. Chris has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Chris is a specialist in providing financial planning, pension consulting, and portfolio management services to clients. Chris has also been employed by Goldman Sachs & Co. in New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

Park Avenue Securities LLC | CFC ® (Certifications)

location

BRENTWOOD, TN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Chris Whitman is a financial advisor registered with Park Avenue Securities LLC in Brentwood, TN. Chris has been in the financial services industry since November 2004. Chris is registered as a Registered Representative with FINRA and has been with Park Avenue Securities LLC since April 2012. Chris Whitman has a total of 19 state licenses and also holds the Series 66, Series 7, and SIE licenses. Chris specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BRENTWOOD, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Chris Mitchell is a financial advisor with over 20 years of experience in the industry. Chris is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with over $1 trillion in assets under management. Previously, Chris has worked with both Bank of America Investment Services, Inc. and Morgan Stanley DW Inc. Chris has experience providing financial and investment advice to individuals, high-net-worth clients, corporations, and charitable organizations. Chris is committed to providing personalized financial advice and services tailored to each client's individual needs.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

First Horizon Advisors, Inc. | CFP ® (Certifications)

location

MEMPHIS, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Chris Kimler is a financial advisor who has been in the industry since June 11, 1995. Chris is a Certified Financial Planner. Chris is currently registered with First Horizon Advisors, Inc. in Florida and Tennessee. Chris is also registered as an investment advisor representative in Florida and Tennessee. Chris has a Series 6, 7, 24, and 63 license and has passed the Securities Industry Essentials Examination (SIE). Chris has experience working with clients in a variety of capacities including individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Chris provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Chris has been employed with First Tennessee Bank, First Tennessee Brokerage, Inc., and FTB Advisors, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

KNOXVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christen Elicia Kiefer is a registered representative with Ameriprise Financial Services, LLC. Christen has been in the financial services industry since August 2011. Christen is licensed in Tennessee. Christen is a financial advisor specializing in providing financial planning, asset allocation services, and portfolio management for businesses and individuals. Ameriprise Financial Services, LLC is an independent registered investment advisor with over $479 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, asset allocation services, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

First Horizon Advisors, Inc.

location

MURFREESBORO, TN

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Christi Chantal Mitchell is a Registered Representative and Investment Adviser Representative with First Horizon Advisors, Inc. Christi has been in the securities industry since December 1996 and is licensed to provide securities advice in Tennessee. Christi's primary office is located at 305 W NORTHFIELD, MURFREESBORO, TN 37129. Christi is a licensed financial professional who specializes in financial planning, portfolio management, and pension consulting. First Horizon Advisors, Inc. offers financial services to a variety of clients, including individuals, families, businesses, trusts, and institutions. They provide financial planning, investment management, and retirement planning services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Nashville, TN

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christi Edwards is a financial advisor with Morgan Stanley. Christi has been in the financial services industry since December 1980, and has a broad range of experience in investment advisory, securities and financial planning. Christi is registered with the state of Tennessee and Texas. In addition to her role as a financial advisor, Christi is also a trustee for a trust. Christi is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Nashville, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Christian Blaise Sarver is a financial advisor in Nashville, TN, and has been working in the industry since March 4, 2018. Christian Blaise Sarver is registered with LPL Financial LLC. Christian Blaise Sarver is also a registered Investment Advisor. Prior to working with LPL Financial LLC, Christian Blaise Sarver worked with CUNA BROKERAGE SERVICES, INC. and EDWARD JONES.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

Need help matching

with the right advisor?