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

Edward Jones | CFP ® (Certifications)

location

Franklin, TN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Todd Nelson is a financial advisor with Edward Jones. Todd is a CERTIFIED FINANCIAL PLANNER™ professional with over 12 years of experience in the financial services industry. He holds Series 7TO, SIE and Series 66 licenses. Todd is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Michigan, Missouri, Nebraska, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Utah, West Virginia and Wisconsin. Todd focuses on providing financial planning services to individuals, families, and businesses. He specializes in retirement planning, college savings, and investment management. Todd is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

Fifth Third Securities, Inc.

location

NASHVILLE, TN

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Todd Aufenkamp Shearer is a financial advisor with Fifth Third Securities, Inc. Todd has been in the industry since August 18, 1996. Todd is currently licensed in 52 states, as well as Puerto Rico. He is also a registered principal with Fifth Third Securities, Inc. He has a broad range of experience and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SPONSOR WRAP FEE PROGRAM
Unclaimed

Raymond James & Associates, Inc.

location

MEMPHIS, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Todd Michael Mashour is a financial advisor registered with Raymond James & Associates, Inc. Todd has been in the financial services industry since August 29, 2011. Todd is licensed in Tennessee. Todd has experience with a number of financial products and services, including securities, insurance, and mutual funds. Todd is committed to providing clients with personalized financial advice and guidance.

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

Cypress Capital Advisors, LLC | CFA ® (Certifications)

location

NASHVILLE, TN

0 Disclosures

ADVISOR BIO

Todd Robert Fungard is a financial advisor with Cypress Capital Advisors, LLC. Todd is a Chartered Financial Analyst and has been working in the financial services industry since 2011. Todd has experience working with individuals, corporations, and pooled investment vehicles. He is a Registered Investment Advisor in Tennessee and Texas and is also registered with the Securities and Exchange Commission in California, New York, and Tennessee. Todd specializes in financial planning, pension consulting, selection of other advisors, and portfolio management.

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

Bartlett, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Todd Daniel Ruston is a financial advisor associated with Raymond James Financial Services Advisors, Inc. based in Bartlett, TN. Todd has been in the financial services industry since 1999. Todd is registered to provide investment advice in Tennessee and Texas and has a wide range of experience and expertise in financial planning, investment management, and other advisory services.

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

Eudaimonia Partners, LLC

location

WINCHESTER, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Todd Joseph Meucci is a financial advisor with over 24 years of experience in the industry. Todd has a wide range of experience, including working with Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC. Todd holds licenses in Tennessee and other states. Todd is committed to providing personalized financial advice to individuals, families, and businesses. Todd has a broad range of expertise in financial planning, investment management, and insurance.

SPECIALIZATIONS

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

Vonore, TN

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tolita Freeman is a financial advisor at Edward Jones with over 15 years of experience in the financial industry. Tolita is registered with the state of Tennessee and Texas, and holds Series 66, SIE and Series 7 licenses. Tolita is committed to providing personalized financial advice to help clients achieve their financial goals. Tolita specializes in providing financial planning, portfolio management and retirement planning services to individuals and families.

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

KNOXVILLE, TN

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Tony Bret Ottinger is a financial advisor with First Horizon Advisors, Inc. Tony has been in the financial industry since 2003 and is registered with the state of Tennessee. He has a Series 6, Series 63, and Series 6TO license. Tony specializes in providing financial planning, pension consulting, and educational seminars. Tony Bret Ottinger has also worked for First Horizon Advisors, Inc. in Greeneville, TN.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Franklin, TN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Tony Bernard Boykin is a financial advisor with Ameriprise Financial Services, LLC. Tony has been in the industry for over 20 years and has a strong track record of success. Tony is committed to providing his clients with personalized financial advice and guidance. Tony is registered to provide investment advice in several states including Alabama, Tennessee, Texas and others.

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
Unclaimed

Hilltop Securities Inc.

location

Memphis, TN

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Tony Mathon Parker is a financial advisor at Hilltop Securities Inc. in Memphis, TN. Tony has over 30 years of experience in the financial services industry. Tony is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 52TO, 53 and 63 licenses. Tony has expertise in a variety of areas, including: financial planning, retirement planning, investment management, and mutual funds. Tony has helped numerous clients achieve their financial goals and is committed to providing personalized service.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Publication of Financial Periodicals

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