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

Creativeone Wealth, LLC

location

KNOXVILLE, TN

0 Disclosures

ADVISOR BIO

Diane Blake is an investment advisor representative with Creativeone Wealth, LLC and Carlson Financial Services, LLC. Diane has a strong background in the financial industry, having worked in the field for over a decade. She is licensed to provide investment advice in North Carolina, Tennessee and Texas and is a registered investment advisor representative in these states. Diane is dedicated to helping her clients achieve their financial goals through comprehensive financial planning and investment management.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SUB ADVISER SERVICES
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Memphis, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Dick White Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. Dick has been in the financial industry since 2014, and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and has held licenses in 28 states. Dick is also a registered investment advisor. Before joining Raymond James Financial Services Advisors, Inc., Dick worked at LPL FINANCIAL LLC and MML INVESTORS SERVICES, LLC, as well as ProEquities, Inc. Dick has a wide range of experience in the financial services industry, including portfolio management, financial planning, pension consulting and educational seminars. Dick has a strong commitment to helping clients 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Cetera Investment Advisers LLC

location

CLARKSVILLE, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Dickey Knight is a financial advisor registered with Cetera Investment Advisers LLC. Dickey has been working in the financial services industry since 2003 and has a strong track record of success. Dickey holds the Series 6, 7, 63, and 65 licenses and has passed the SIE exam. Dickey has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Dickey is committed to providing 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
Unclaimed

Florida Financial Advisors, LLC

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Diego Ramirez dominguez is a financial advisor who is registered with Florida Financial Advisors, LLC. Diego is also registered in Florida and Tennessee and has been in the financial industry for a number of years. Diego can provide financial planning, portfolio management for individuals and businesses and selection of other advisors. Diego is also able to assist with pension consulting.

SPECIALIZATIONS

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

JONESBOROUGH, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Diego Iglesias is a financial advisor with Edward Jones, a firm with over $825 billion in assets under management. Diego has been in the industry since 2011. Diego specializes in providing financial planning and portfolio management services for individuals and businesses. Diego is registered to provide investment advice in 20 states, including Tennessee, Texas and Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

D.a. Davidson & Co.

location

FRANKLIN, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Dillon Christopher Lynch is a financial advisor with over 2 years of experience in the financial industry. Dillon Lynch is currently registered with D.A. Davidson & Co. and holds Series 66, 7TO and SIE licenses. Dillon Lynch also has experience with Raymond James & Associates, Inc. and has worked in various other roles prior to entering the financial industry.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

CHATTANOOGA, TN

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Dillon Dean George is a registered representative with Equitable Advisors, LLC. Dillon has been in the industry since December 2004 and has offices in Chattanooga, TN. Dillon holds Series 66, SIE, and Series 7 licenses and has been registered in Alabama, Arizona, Arkansas, Florida, Georgia, Illinois, Louisiana, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia.

SPECIALIZATIONS

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

Brookstone Capital Management LLC | CFP ® (Certifications)

location

Brentwood, TN

0 Disclosures

ADVISOR BIO

Dillon Blake Woodruff is an Investment Advisor Representative with Brookstone Capital Management LLC, based in Brentwood, TN. Dillon has been in the financial industry for over five years and is registered to provide investment advisory services in Tennessee. Dillon is a Certified Financial Plannerâ„¢ professional who specializes in financial planning, portfolio management for individuals, and educational seminars.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Hendersonville, TN

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Dimitris Lorandos is an investment advisor representative at Cambridge Investment Research Advisors, Inc., with over 35 years of experience in the financial services industry. Dimitris has a wide range of experience, having previously worked at MML Investors Services, Inc., G.R. Phelps & Co., Inc., and NYLife Securities Inc. Dimitris is a licensed investment advisor in 12 states. Dimitris's specializations include financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

KINGSPORT, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Dion Thomidis is a registered representative with Edward Jones. Dion has been working in the financial industry since April 1, 2014. Dion is registered in Tennessee and has a Series 7 and Series 66 license. Dion has been employed with Edward Jones since July 2023. Previously, Dion was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BB&T Securities, LLC and BB&T Investment Services, Inc. Dion is a licensed agent, investment advisor representative and registered representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?