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Educational Seminars & Workshops Advisors in Tennessee
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Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ®,CFC ® (Certifications)

location

NASHVILLE, TN

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Taylor Thurman Francis is a financial advisor with over 15 years of experience in the financial services industry. Taylor currently works for Raymond James Financial Services Advisors, Inc. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Taylor has experience working with a variety of clients including individuals, families, corporations, and businesses. Taylor has held previous positions with SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and Pinnacle Bank / Pinnacle Financial Partners.

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

Truist Advisory Services, Inc.

location

FRANKLIN, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Payne Stafford is a financial advisor who has been in the industry since June 2023. Taylor is registered with Truist Advisory Services, Inc. in Tennessee and Texas. Taylor specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Taylor holds the Series 7TO, Series 63, Series 65, and SIE licenses.

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

Cetera Investment Advisers LLC

location

MT JULIET, TN

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Taylor McBath is a financial advisor with over 8 years of experience in the financial services industry. Taylor has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., and Fifth Third Securities, Inc. Taylor is currently registered with Cetera Investment Advisers LLC. Taylor is a licensed securities professional and holds the Series 7 and Series 66 licenses, in addition to the SIE exam. Taylor specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. Taylor is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.

SPECIALIZATIONS

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

WHITE HOUSE, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Carter is a financial advisor at Edward Jones, a firm with over $824 billion in assets under management. Taylor has been in the financial services industry since May 2013 and holds Series 7, Series 66, and SIE licenses. Taylor's specializations include retirement planning, college savings, estate planning, insurance, and long-term care planning.

SPECIALIZATIONS

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

Kimery Wealth Management, LLC

location

MEMPHIS, TN

0 Disclosures

ADVISOR BIO

Taylor Nobriga is an Investment Advisor Representative at Kimery Wealth Management, LLC in Memphis, TN. Taylor has been in the financial services industry since June 2014, working for various firms including B.Riley Wealth Management and Securian Financial Services, Inc. Taylor holds a Series 66, Series 7 and SIE. Taylor specializes in financial planning, pension consulting, and selection of other advisors for both individual clients and businesses.

SPECIALIZATIONS

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

BLOUNTVILLE, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Griffin is a financial advisor working with Edward Jones, a firm that manages over $800 billion in assets. Taylor has been in the industry since 2018 and is registered in multiple states, including Alabama, Florida, Georgia, Indiana, North Carolina, South Carolina, Tennessee, and Virginia. Taylor can provide services such as financial planning, pension consulting, and portfolio management for both individuals and businesses.

SPECIALIZATIONS

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

SWEETWATER, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Taylor James Fairweather is a financial advisor registered with LPL Financial LLC. Taylor is licensed in Tennessee. Taylor has been in the industry since 2023, and currently has one registration, one state exam and two product exams. Taylor's current employment is with LPL Financial LLC in Sweetwater, TN. Taylor has worked with LPL Financial LLC since February 2023, and previously with Sweetwater Highschool, Unemployed, University of Tennessee at Knoxville, Uber Eats, Unemployed, SweetWater Junior Highschool.

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

MWA Financial Services Inc.

location

Knoxville, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Taylor Hawkins is a financial advisor with MWA Financial Services Inc., a firm that has been serving clients since 2023. Taylor is registered to provide investment advice in seven states and has a strong background in financial planning and portfolio management. Taylor holds the Series 6TO and SIE licenses, as well as the Series 26 license, which enables them to provide investment advice for investment companies and variable contracts. Taylor has experience working with a variety of clients, including individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

KNOXVILLE, TN

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Taylor E Shannon is an investment advisor representative at Morgan Stanley. Taylor has been in the industry since 2023. Taylor is currently registered to provide securities and investment advisory services in Tennessee and Texas. Taylor has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Taylor holds a current registration with FINRA as well as the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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

Ritholtz Wealth Management | CFP ® (Certifications)

location

Nashville, TN

0 Disclosures

ADVISOR BIO

Taylor Hollis is a financial advisor who is currently registered with Ritholtz Wealth Management. Taylor has been in the financial services industry since 2014. Taylor has Series 7 and Series 66 licenses and is also a Certified Financial Planner. Taylor has experience working with individuals, families, and businesses. Taylor is committed to providing personalized financial advice and helping clients achieve their financial goals. Previous to Ritholtz Wealth Management, Taylor was employed by FTB Advisors, Inc. Taylor currently provides financial advice and manages client accounts. Taylor also is a majority owner of Hollis Holdings, LLC which is a real estate/construction company.

SPECIALIZATIONS

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