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

KNOXVILLE, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Austin Loven is a financial advisor registered with Morgan Stanley. Austin has been in the industry since March 7, 2024. Austin has a Series 7TO, Series 66 and SIE license. Austin is currently registered as a Broker-Dealer and Investment Advisor Representative in Tennessee and Texas.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Austin Goodwin is a registered representative with Morgan Stanley. Austin is a licensed professional in the state of Tennessee and holds the Series 66, Series 7TO, and SIE licenses. Austin has been in the industry since November 2020, having previously worked in various roles at West Virginia University and Graystone Charleston. Austin is a financial professional dedicated to providing financial advice and services to clients.

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

Truist Advisory Services, Inc.

location

BRENTWOOD, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Austin Christopher Petrovich is an investment advisor representative at Truist Advisory Services, Inc. in Brentwood, TN. Austin is a Series 66, 7, and SIE licensed advisor and has been in the industry since June 2020. Austin previously worked at MML Investors Services, LLC in Brentwood, TN. Austin specializes in providing financial planning, portfolio management, and selection of other advisors. Austin also offers services such as wrap fee products and financial profiling services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

U.s. Bancorp Investments, Inc.

location

Franklin, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Avani Virendra Devdhara is a financial advisor with U.S. Bancorp Investments, Inc. located in Franklin, TN. Avani holds the Series 63, Series 6TO, and SIE licenses. Avani is registered to provide investment advice in Tennessee. Avani's areas of specialization include portfolio management for individuals and businesses, financial planning, publication of periodicals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

KNOXVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Avery Brian Massengill is a financial advisor registered with Morgan Stanley. Avery has been working in the financial services industry since July 2008. Avery has a Series 63, 65, 7, 31, 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
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

KNOXVILLE, TN

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

B Lynn Crews-brooks is a financial advisor with Wells Fargo Clearing Services, LLC. B Lynn Crews-brooks has been in the industry since 2013. B Lynn Crews-brooks holds Series 66, SIE, and Series 7 licenses. B Lynn Crews-brooks is registered in 42 states and the District of Columbia. B Lynn Crews-brooks was previously employed at Edward Jones and SunTrust Securities, Inc. B Lynn Crews-brooks has experience providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions.

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

J.p. Morgan Securities LLC

location

Memphis, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Bailey Smith is a registered representative with J.p. Morgan Securities LLC. Bailey has been working in the industry since 2022. Bailey has Series 7TO, SIE, and Series 66 licenses. Bailey is registered in Arkansas, Florida, Georgia, Indiana, Mississippi, Oklahoma, Tennessee, Texas, and Wisconsin. Prior to joining J.p. Morgan Securities LLC, Bailey was a financial advisor at Securian Financial Services, Inc.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Lafayette, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bailey Leighann Sewell is a financial advisor at Raymond James Financial Services Advisors, Inc., and has been in the industry since 2022. Bailey is a registered representative in Tennessee and holds Series 66, 24, 7TO and SIE licenses. Bailey works in the Lafayette, Tennessee office of Raymond James. Bailey is a strong advocate for her clients and helps them achieve their financial goals. Bailey works with a variety of clients, including individuals, families, businesses and retirement plans.

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

Stifel, Nicolaus & Company, Inc.

location

COOKEVILLE, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Bailey Y. Throgmorton is a registered representative with Stifel, Nicolaus & Company, Inc. Bailey has been in the securities industry since March 8, 2020. Bailey is registered with the state of Tennessee and Texas and is licensed to sell securities and provide investment advice. Bailey works in the Cookeville, TN branch office of Stifel, Nicolaus & Company, Inc. Bailey has passed the Series 66, Series 7TO, and SIE exams.

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 Pooled Investment Vehicles
Unclaimed

Valic Financial Advisors, Inc.

location

MEMPHIS, TN

experience

7 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bailey Alan Rihner is a registered investment advisor representative with Valic Financial Advisors, Inc. Bailey is based in Memphis, TN, and has been in the industry since 2018. Bailey has Series 6 and 63 licenses and has passed the SIE exam. Bailey specializes in portfolio management for individuals, financial planning, and the selection of other advisers.

SPECIALIZATIONS

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

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