Years of Experience
5-20+ Years
HUMBOLDT, TN
14 Years Experience
1 Disclosures
ADVISOR BIO
David Byrum is a financial advisor with Edward Jones. David has been in the industry since January 10, 2011, and is registered to offer securities and advisory services in 26 states and the District of Columbia. David is a graduate of the University of Tennessee, and he holds a Series 7, Series 66, and SIE license. In addition to his work with Edward Jones, David is also a commercial real estate owner. He is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
OAK RIDGE, TN
14 Years Experience
2 Disclosures
ADVISOR BIO
David Glen Roessner is an investment advisor representative currently registered with Cetera Investment Advisers LLC in Oak Ridge, Tennessee. David has been in the financial services industry since 2009. David has passed several securities exams including the Series 6, 7, 31, 63, and 65. David also has experience with Fifth Third Securities, Inc. and Morgan Stanley Smith Barney. David provides services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and portfolio management for businesses.
SPECIALIZATIONS
GERMANTOWN, TN
16 Years Experience
0 Disclosures
ADVISOR BIO
David Landon Mills is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the financial services industry since March 2009, starting his career at Securian Financial Services, Inc. David has a strong track record of providing financial advice and investment management services to a diverse range of clients, including high-net-worth individuals, corporations, and pension plans. David's expertise includes financial planning, portfolio management, and investment management. He has a Series 66, Series 7, and SIE license. David is also a licensed insurance agent.
SPECIALIZATIONS
MEMPHIS, TN
16 Years Experience
0 Disclosures
ADVISOR BIO
David Anthony Ott is a registered investment advisor representative with Cetera Investment Advisers LLC. David has been in the industry since November 27, 2008. Cetera Investment Advisers LLC is an SEC-registered investment adviser with offices in Schaumburg, IL, and other locations. The firm provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David has experience in providing financial planning, portfolio management, and other investment advisory services.
SPECIALIZATIONS
Franklin, TN
14 Years Experience
0 Disclosures
ADVISOR BIO
David Noland is a financial advisor with Commonwealth Financial Network. David has been in the financial services industry since 2011 and has a Series 7, Series 63, and SIE license. David is a Certified Financial Planner and provides financial planning, portfolio management, and educational seminars to clients. David is also a co-owner of Summit Wealth Group and the owner of Parrhesia, LLC. David has a wide range of experience and expertise in the financial services industry and is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
KNOXVILLE, TN
4 Years Experience
0 Disclosures
ADVISOR BIO
David Clint Burnett is a registered investment advisor representative and a broker-dealer agent associated with Eagle Strategies LLC. David Burnett has been in the securities industry since June 6, 2021. David Burnett is registered to provide investment advisory services in Tennessee. David Burnett is also registered to provide broker-dealer services in Alabama, California, Georgia, Indiana, Kansas, Mississippi, North Carolina, Oklahoma, South Carolina, and Tennessee. David Burnett has earned the Series 63, Series 65, Series 7TO and SIE licenses.
SPECIALIZATIONS
Franklin, TN
22 Years Experience
0 Disclosures
ADVISOR BIO
David Barry Deans is a financial advisor with Raymond James & Associates, Inc. David has been in the financial industry since February 18, 2003. Previously, David worked at FTB ADVISORS, INC., AMERICAFIRST SECURITIES, INC., and EATON VANCE DISTRIBUTORS, INC. David holds FINRA Series 6, 7, 63, and 65 licenses, and is licensed in Tennessee. David's specializations include individual, corporate, retirement, estate and insurance planning.
SPECIALIZATIONS
NASHVILLE, TN
20 Years Experience
0 Disclosures
ADVISOR BIO
David Morris James is a registered representative with Pinnacle Wealth Advisors. David has been in the industry since 1993 and has worked for several firms including Trustcore Investments, Inc., Wiley Bros.-Aintree Capital, LLC, Cambridge Way, Inc., Wiley Bros. Inc., and Thomas James Associates, Inc. David is a registered principal and has a broad range of licenses and exams including Series 4, 7, 14, 24, 52, 53, 55, 63, 66, 79, 99, and SIE. David specializes in providing financial planning, selection of other advisers, and portfolio management for individuals. David is also a CCO for Pinnacle Wealth Advisors and Pinnacle Bank.
SPECIALIZATIONS
KINGSPORT, TN
18 Years Experience
0 Disclosures
ADVISOR BIO
David Tomita is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the financial services industry since 2005 and holds licenses in 14 states. David has previously held roles at FTB ADVISORS, INC., UBS Financial Services Inc., and Allstate Financial Services, LLC. David specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.
SPECIALIZATIONS
KNOXVILLE, TN
28 Years Experience
0 Disclosures
ADVISOR BIO
David Gwin Brooke is an investment advisor representative with LPL Financial LLC. David Brooke has been in the industry since 1996 and is registered in multiple states. David Brooke previously worked at OSAIC WEALTH, INC., WOODBURY FINANCIAL SERVICES, INC., and 1717 CAPITAL MANAGEMENT COMPANY. David Gwin Brooke holds Series 6, 63, and 65 securities licenses, as well as the SIE exam. David Brooke offers a variety of investment services, including financial planning, portfolio management, and consulting.
SPECIALIZATIONS