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

Raymond James & Associates, Inc. | CFP ® (Certifications)

location

MEMPHIS, TN

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Lawson Starr Arney is a financial advisor who has been in the industry since 2006. Lawson is registered with Raymond James & Associates, Inc. and has offices in MEMPHIS, TN. Lawson has a wide range of experience in the financial services industry and is a Certified Financial Planner.

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

BRENTWOOD, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Leandro Garcia Christiano Silva is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leandro is a registered representative with both the state of Tennessee and Texas, and has been in the financial services industry since December 2014. Leandro offers a variety of services to individuals, businesses, and institutions, including portfolio management, financial planning, and retirement planning. Leandro is committed to providing clients with personalized service and helping them achieve their financial goals.

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

Raymond James Financial Services Advisors, Inc.

location

GERMANTOWN, TN

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Leanne Scull is a financial advisor with Raymond James Financial Services Advisors, Inc. Leanne has over 30 years of experience in the financial services industry. Leanne is registered to provide investment advice in multiple states. Leanne also has experience in providing investment advice to individuals, businesses, retirement plans and insurance companies. Leanne can offer financial planning, pension consulting and portfolio management.

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

UBS Financial Services Inc. | CFP ® (Certifications)

location

NASHVILLE, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Lechelle Lee Moore is a financial advisor with UBS Financial Services Inc. with over 25 years of experience in the financial services industry. Lechelle is registered in 30 states and has a series 7, 31, 63 and 66 license. Lechelle has previously worked at SUNTRUST INVESTMENT SERVICES, INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, POWELLJOHNSON, and AMSOUTH INVESTMENT SERVICES, INC.

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
Unclaimed
location

SODDY DAISY, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lee Prichard is an active broker-dealer and investment adviser representative. Lee is registered with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Lee has been in the industry since July 28, 2014 and holds Series 66, SIE and Series 7 licenses. Lee is registered in 15 states including Tennessee, Texas, Florida and Georgia. Lee specializes in providing financial planning, pension consulting and selection of other advisors. Lee also offers portfolio management for both businesses and individuals.

SPECIALIZATIONS

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

Nashville, TN

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lee Hardin Gillock is a financial advisor with Morgan Stanley. Lee has been in the industry since December 1983 and is registered in 20 states. Lee specializes in investment advice, financial planning, and portfolio management. Lee has a strong track record of success in providing personalized financial advice to individuals and families. Lee is committed 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Nashville, TN

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lee Burklow is an investment advisor representative with over 24 years of experience in the financial industry. Lee is a registered representative with Morgan Stanley. Lee has been with the firm since June 2009. Lee's experience includes working at both Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated.

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

Valic Financial Advisors, Inc.

location

MEMPHIS, TN

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lee W. Lakey is a financial advisor registered with Valic Financial Advisors, Inc. Lee has been in the financial services industry since February 10, 2015. Lee is licensed to offer securities and investment advice in Alabama, Arkansas, Florida, Georgia, Kentucky, Mississippi, Missouri, Tennessee, Texas, and Virginia. Lee is registered with the Financial Industry Regulatory Authority (FINRA). In addition to Lee's registration with Valic Financial Advisors, Inc., Lee is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
RECOMMEND WRAP ACCOUNTS TO CLIENTS
Unclaimed
location

PULASKI, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Lee Allen Liggett is a registered representative with Edward Jones and has been in the financial services industry since April 24, 2017. Liggett is currently registered with the state of Tennessee, as well as Alabama, Florida, Georgia, New York, Pennsylvania, and South Carolina. Liggett holds the Series 66, SIE and Series 7 licenses. Liggett is also a registered Investment Advisor Representative.

SPECIALIZATIONS

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

Franklin, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lee Slotnik is a registered representative with Morgan Stanley. Lee has been in the financial services industry since February 2019. Lee is registered to provide investment advice and securities in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Lee has passed the Series 7TO and SIE exams. Lee has experience in the financial services industry.

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

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