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

Edward Jones | CFP ® (Certifications)

location

HENDERSON, TN

experience

24 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Brian Daryl Henson is a financial advisor at Edward Jones with over 20 years of experience in the financial services industry. Brian holds Series 63, Series 7, and SIE licenses and is a Certified Financial Planner. Brian is registered to provide investment advice in 30 states.

SPECIALIZATIONS

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

Hornor, Townsend & Kent, LLC

location

FRANKLIN, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Briana Potter is a financial advisor with Hornor, Townsend & Kent, LLC in FRANKLIN, TN. Briana has over 5 years of experience in the financial services industry. Briana's areas of expertise include: Investment Advisory Services, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting, and Financial Planning. Briana is also registered with FINRA. Briana previously worked at SYNOVUS SECURITIES, INC. in NASHVILLE, TN.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

NASHVILLE, TN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Briana Creel is an investment advisor representative with UBS Financial Services Inc. Briana is a registered representative in Tennessee. Briana is also a registered investment advisor in Tennessee. Briana has been in the securities industry since December 22, 2014. Briana has worked with Wells Fargo Advisors, LLC and UBS Financial Services Inc. Briana's previous employment with Wells Fargo Advisors, LLC ended on October 20, 2015. Briana holds the Series 66, Series 7, and SIE licenses. Briana is licensed to conduct business in Arkansas, California, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Michigan, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Utah. Briana is a partner in a mobile coffee trailer business. Briana provides financial planning, pension consulting, and educational seminars to clients. Briana specializes in the areas of asset management for individuals and businesses.

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

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Briana Mullenax is a registered representative of Robert W. Baird & Co. Inc.. Briana has been in the industry for over 12 years and has passed the Series 66, Series 7TO and SIE exams. Briana is currently registered in 30 states and the District of Columbia. Briana's primary location is in Nashville, Tennessee.

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
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

OAK RIDGE, TN

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Briana Leigh Sprunger is an active investment advisor representative with Edward Jones, a firm based in St. Louis, Missouri, that manages assets of between $10 billion and $50 billion. Briana has been in the industry since August 5, 2013. Briana is licensed in a number of states including Alabama, California, Colorado, Florida, Georgia, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia. Briana provides portfolio management services for individuals and businesses, as well as financial planning and pension consulting services.

SPECIALIZATIONS

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

Jennings Investment Group, Inc.

location

SMYRNA, TN

0 Disclosures

ADVISOR BIO

Brice Jennings is an investment advisor representative with Jennings Investment Group, Inc. He is registered with the state of Tennessee and holds Series 7, 63 and 65 securities licenses. Jennings has worked in the industry since 1996, previously at FINANCIAL WEST GROUP and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jennings Investment Group, Inc. has a total of 44 clients with $7,220,309 in regulatory assets under management. Jennings primarily focuses on individual and business portfolio management and market timing services.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

NASHVILLE, TN

experience

34 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Brick Wendell Sturgeon is a financial advisor with over 30 years of experience in the financial services industry. Brick is currently registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 63, and SIE license. Brick has experience working with a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. Brick provides financial planning, investment management, and other advisory services. Brick is committed to providing clients with personalized financial advice to help them 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed
location

GOODLETTSVILLE, TN

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bridgit Bennett is a financial advisor in Goodlettsville, TN. Bridgit has 23 years of experience in the financial services industry. Bridgit is registered with Edward Jones and has previously worked for SunTrust Investment Services, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services,Inc., First Union Securities, Inc., First Union Brokerage Services, Inc. and Invest Financial Corporation. Bridgit is also registered with the state of Tennessee as a Registered Investment Advisor. Bridgit holds the Series 7, Series 6, Series 63, and Series 66 licenses.

SPECIALIZATIONS

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

Sageview Advisory Group, LLC | CFA ® (Certifications)

location

KNOXVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Brien Todd Stewart is an investment advisor representative with Sageview Advisory Group, LLC. Brien is registered with the state of Tennessee and has been in the industry since February 2008. Brien holds the Series 66, Series 7, and SIE licenses. Brien earned the Chartered Financial Analyst designation. Brien specializes in financial planning, asset management, and pension consulting for individuals and businesses. Brien is also an insurance agent selling life, health, disability, annuities, and long-term care. Brien has experience with various investment strategies, including fixed insurance.

SPECIALIZATIONS

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

NASHVILLE, TN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Brigitte Cook is a financial advisor with over 13 years of experience in the industry. Brigitte is a Registered Principal, holding Series 24, 53, and 14 licenses as well as Series 7, 55, 57TO and 99TO, and is registered with &partners in Tennessee and Alabama. Brigitte specializes in a variety of investment strategies and works with both individual and institutional clients. Her firm &partners, is an independent investment advisory firm with over 1 billion dollars in assets under management. The firm offers a comprehensive suite of financial planning services, including portfolio management, investment advisory, retirement planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGER SELECTION, FURNISH ADVICE NOT INVOLVING SECURITIES, RESEARCH REPORT SERVICES, 1042 PORTFOLIO CONSTRUCTION
Publication of Financial Periodicals

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