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

Clarksville, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Paxton thigpen is a financial advisor with Edward Jones. Kathryn joined Edward Jones in October 2022 and has been a registered representative for over two years. Kathryn holds the Series 7 and SIE licenses. Kathryn specializes in providing financial advice to individuals, businesses, corporations, and pension and profit-sharing plans. Kathryn has a branch office location in Clarksville, TN.

SPECIALIZATIONS

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

Athens, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Elizabeth Loftis is a financial advisor at Edward Jones. Kathryn has been in the industry since 2016 and is registered in 52 states. Kathryn specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Kathryn also provides selection of other advisors for their clients.

SPECIALIZATIONS

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

LPL Financial LLC

location

CLARKSVILLE, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Geyer is a financial advisor at LPL Financial LLC. Kathryn is a licensed securities professional with a Series 63 and Series 6TO license. Kathryn has been in the financial services industry since 2024. Kathryn is located at the Clarksville, TN branch office of LPL Financial LLC.

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

LPL Financial LLC

location

LEWISBURG, TN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Kathryn Haislip Lintz is a financial advisor in LEWISBURG, TN and has been in the industry since February 10, 2016. Kathryn has been a registered representative with LPL Financial LLC since January 2016 and has passed the Series 7, Series 66, and SIE exams. Kathryn provides financial planning, portfolio management, and other non-discretionary advisory services to individuals, corporations and other businesses, and charitable organizations. Kathryn's office is located at 111 1ST AVENUE SOUTH in LEWISBURG, TN.

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
location

MEMPHIS, TN

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Kathy Hartley Briner is a registered investment advisor with Stephens. Kathy has been working in the securities industry since May 23, 1987. Kathy is registered with FINRA and has been a registered representative since 1986. Kathy has worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Stanford Group Company, UBS Financial Services Inc., Prudential Securities Incorporated and NBC Capital Markets Group, Inc. Kathy offers investment advice and financial planning services to a variety of clients, including individuals, corporations, and institutions. Kathy's specializations include investment management, financial planning, and retirement planning.

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

Bramble Wealth Planning | CFP ® (Certifications)

location

CLARKSVILLE, TN

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Kathy Barlar Ellis is a financial advisor with Bramble Wealth Planning in Clarksville, TN. Kathy has been in the financial industry since 1994. Kathy is a Certified Financial Planner. She has experience in both individual and business portfolio management as well as financial planning and pension consulting. Kathy is registered with the state of Tennessee.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

Germantown, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kathy Simonetti is a registered representative with First Horizon Advisors, Inc. Kathy is a licensed securities professional, having passed the Series 7TO, Series 63 and SIE exams. Kathy is affiliated with the Germantown, Tennessee branch office of 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

Waddell & Associates, LLC | CFP ® (Certifications)

location

Memphis, TN

0 Disclosures

ADVISOR BIO

Kathy Strain Williams is a financial advisor with over 30 years of experience in the industry. Kathy is a Certified Financial Planner and holds Series 7, 8, 24, and 27 licenses. Kathy has been with Waddell & Associates, LLC since 2016, where she specializes in providing financial planning, portfolio management, credit and cash management, and insurance solutions. Prior to joining Waddell & Associates, LLC, Kathy worked at Charles Schwab & Co., Inc., Union Planters Investment Bankers Group, Inc., and Brenner Steed, Inc.. Kathy Williams works with a variety of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

NASHVILLE, TN

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kathy Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN. Kathy has been in the industry since June 2001 and holds Series 7 and Series 66 licenses. Kathy previously worked at UBS Financial Services Inc. Kathy is a licensed financial advisor who is registered with the state of Tennessee. She provides financial planning, portfolio management for individuals and businesses, and other advisory services. Kathy is also registered as an investment advisor representative.

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

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Kathy Dianne boswell Reeder is a financial advisor with First Horizon Advisors, Inc. Kathy Dianne boswell Reeder is a Registered Representative with FINRA and has been in the financial services industry since August 1994. Kathy Dianne boswell Reeder specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Kathy Dianne boswell Reeder is licensed in Tennessee.

SPECIALIZATIONS

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

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