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

First Horizon Advisors, Inc.

location

Brentwood, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Eric Winston Gould is a registered representative with First Horizon Advisors, Inc. Eric is licensed to provide investment advice and securities services in 52 states, the District of Columbia, Puerto Rico, and the United States Virgin Islands. Eric is also a registered investment advisor in Louisiana, Tennessee and Texas. Eric has been working in the financial services industry since 2012, having joined First Horizon Advisors in 2022. Eric holds a Series 7TO, Series 66 and SIE license.

SPECIALIZATIONS

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

LPL Financial LLC

location

Brentwood, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Eric Wellons is a financial advisor at LPL Financial LLC. Eric has been in the industry since August 2012. He has passed both Series 7 and Series 66 exams. Eric works in Brentwood, TN. He has experience with various investment services, including financial planning, portfolio management, and pension consulting. Eric is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin.

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
Unclaimed

Bramble Wealth Planning

location

CLARKSVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Eric Edward Ellis is a financial advisor with Bramble Wealth Planning. Eric has been in the financial services industry since 2007 and holds Series 6, 7, 63, and 65 licenses. He has a strong background in financial planning and portfolio management, and provides services to individuals, high-net-worth individuals, corporations, and businesses. Eric is committed to providing clients with personalized financial advice that helps them achieve their goals.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

CHATTANOOGA, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Erica Tipton Archer is a financial advisor registered with Ameriprise Financial Services, LLC. Erica is a registered representative in Tennessee and holds the Series 7TO, SIE, and Series 66 licenses. Erica has been in the financial industry since December 10, 2023, and offers asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for 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

Cetera Investment Advisers LLC

location

MURFREESBORO, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Erica Marie Clark is a financial advisor based in Murfreesboro, Tennessee. Erica is registered with Cetera Investment Advisers LLC and has been in the industry since August 2022. Erica has a Series 66 license, a Series 7TO license, and a SIE license.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

CHATTANOOGA, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Erica Nichole Croomes is a registered representative with Equitable Advisors, LLC. Erica has been in the industry since December 2018. Erica holds Series 63, Series 65, Series 7 and SIE licenses. Erica is registered in several states, including Alabama, Arkansas, Florida, Georgia, North Carolina, Tennessee, and Virginia. Erica also has prior experience as a financial advisor with First Horizon 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
location

South Fulton, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Erica Elaine Emily is a financial advisor with Edward Jones. Erica has been in the industry since 2002 and has a wide range of experience in providing financial planning and portfolio management services. Erica holds a Series 63, Series 66, Series 7, and Series 9 licenses as well as the SIE. Erica is also a Registered Representative in Missouri and Tennessee. In addition to her work with Edward Jones, Erica maintains rental property in Fulton, Kentucky.

SPECIALIZATIONS

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

Raymond James & Associates, Inc.

location

FRANKLIN, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Erica Michelle Scott is a financial advisor with Raymond James & Associates, Inc. based in Franklin, TN. Erica has been in the financial services industry since 2009 and holds the Series 7, Series 66 and SIE licenses. Erica’s experience includes work at Morgan Stanley before joining Raymond James.

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CHATTANOOGA, TN

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Erica Easterly is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Erica has been in the financial services industry since 1997 and has a strong background in investment advisory and brokerage services. Erica is licensed to sell securities in multiple states and has a broad range of experience in serving a variety of clients, including individuals, corporations, and institutional investors. Erica is committed to providing personalized financial guidance and investment solutions that are tailored to meet the unique needs of her clients.

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

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Erik Fielder is a registered representative of UBS Financial Services Inc. Erik is based in the Nashville office of the firm, which is located at 315 Deadrick Street, 16th Floor, Nashville, Tennessee. Erik has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Erik is registered in Ohio. Erik specializes in providing portfolio management for individuals and businesses, financial planning, and educational seminars. Erik has been in the financial services industry since 2019.

SPECIALIZATIONS

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

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