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

Cypress Capital, LLC | CFP ® (Certifications)

location

FRANKLIN, TN

0 Disclosures

ADVISOR BIO

Robert Owen Walker is a financial advisor registered in Tennessee with Cypress Capital, LLC. Robert has been working in the financial industry since 2003, providing financial advice for clients in Tennessee. Robert has a strong background in financial planning and wealth management. Robert is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVE AS SUB-ADVISER, PROVIDE MODEL PORTFOLIOS, CONSULTING
Publication of Financial Periodicals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MEMPHIS, TN

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Robert Wilder is a financial advisor with over 39 years of experience in the financial services industry. Robert is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Robert is a Series 7, 8, 9, 10, 63 and SIE licensed advisor. He is also registered in 17 states as both a broker and an investment advisor. Robert specializes in helping individuals, families, and businesses reach their financial goals. He provides a variety of financial services including portfolio management, financial planning, and investment consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

LPL Financial LLC

location

FRANKLIN, TN

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Robert Collins is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry since 1995. Robert has a Series 7, Series 6, Series 24, Series 31, and Series 63 licenses. Robert holds a variety of licenses, including a Series 7, Series 6, Series 24, Series 31, and Series 63. Robert is registered to provide financial advice in 32 states. Robert is a licensed insurance agent and can assist with non-variable insurance products. Robert specializes in providing financial advice to individuals, families, and small businesses.

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

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Robert Wayne Young is a financial advisor at Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Robert is registered with FINRA as a registered representative, and as an Investment Advisor Representative. Robert has passed the Series 7, Series 63 and SIE exams. Robert is licensed to sell securities in Tennessee. Robert previously worked at MORGAN KEEGAN & COMPANY, INC. Prior to that, Robert worked at Raymond James & Associates, Inc. for 10 years in Memphis, TN.

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
location

FRANKLIN, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Robert Channing Martin is a financial advisor with Edward Jones. Robert is a registered representative and investment advisor representative in Tennessee and Texas. Robert has been in the securities industry for 10 years and has experience in providing financial planning and investment advice to individual and business clients. Robert holds Series 7 and 66 securities licenses and a Securities Industry Essentials (SIE) exam.

SPECIALIZATIONS

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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

NASHVILLE, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Robert McMahan is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has offices in Nashville, TN. Robert is also registered as an Investment Advisor Representative in Tennessee and Texas. Robert has a wide range of experience in providing financial advice to individuals, corporations, and institutions. Robert has been licensed to offer both securities and investment advisory services since 1999. Robert has a strong track record of providing his clients with personalized financial advice and investment strategies.

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

First Horizon Advisors, Inc.

location

MEMPHIS, TN

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Robert Goodwyn Heard is a licensed financial advisor with over 20 years of experience in the financial services industry. Robert is a registered representative of First Horizon Advisors, Inc. Robert's background includes experience with NFP Securities, Inc. and FTN Financial Securities Corp. Robert provides investment advice and financial planning services to individuals, businesses, and institutions. Robert holds Series 7, 24 and 63 licenses and the SIE designation.

SPECIALIZATIONS

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

Coordinated Capital Securities, Inc.

location

MEMPHIS, TN

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Robert Newman is a financial advisor with over 30 years of experience in the industry. Currently registered with Coordinated Capital Securities, Inc., Robert has a strong history of serving individuals and high-net-worth clients. He holds a Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam certification. Robert's previous experience includes roles at Wunderlich Securities, Inc., Morgan Stanley DW Inc., and Quick & Reilly, Inc., where he gained a comprehensive understanding of the financial markets. His expertise encompasses financial planning, portfolio management for individuals and businesses, and selection of other advisors, ensuring a holistic approach to client needs.

SPECIALIZATIONS

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

Providence Squared LLC | CFP ®,CFC ® (Certifications)

location

OOLTEWAH, TN

disclosure

1 Disclosures

ADVISOR BIO

Robert Morris Glasgow is a financial advisor in Ooltewah, Tennessee. Robert has been in the industry since 1997. He is currently registered with Providence Squared LLC and previously worked for LPL Financial LLC, Sterne Agee Financial Services, Inc., Sterne, Agee & Leach, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Robert provides financial planning services, pension consulting, and portfolio management for individuals. Robert holds the Series 3, 7, 8, 63, and 65 securities licenses. Robert also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Knoxville, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Robert Paul Schutt is an investment advisor representative with Ameriprise Financial Services, LLC. Robert has been in the financial industry since August 19, 2014. Robert has a Series 66, Series 7 and SIE. Robert is registered with the states of Alabama, Arizona, Arkansas, Colorado, Connecticut, Florida, Georgia, Indiana, Kentucky, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Robert also has a Certified Financial Planner designation.

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

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