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

First Horizon Advisors, Inc.

location

Brentwood, TN

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Cara Solimine Rhodes is a registered investment advisor representative with First Horizon Advisors, Inc., working out of the Brentwood, TN branch office. Cara has been in the industry since 2009. Before joining First Horizon Advisors, Cara worked at WELLS FARGO CLEARING SERVICES, LLC. Cara holds the Series 7 and Series 66 securities licenses and the SIE.

SPECIALIZATIONS

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

First Horizon Advisors, Inc.

location

CHATTANOOGA, TN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Caralyn Vansice Balthrop is a financial advisor with First Horizon Advisors, Inc. Caralyn has been in the financial industry since August 16, 1998, working in a variety of roles in different firms. Caralyn is currently registered with the state of Tennessee as an Investment Advisor Representative (IAR). Caralyn has passed several financial exams, including the Series 63, Series 65, Series 66 and Series 7. Caralyn is also registered as a broker with FINRA. Caralyn provides financial planning, pension consulting and educational seminars. She also selects other advisors and manages portfolios for both 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
Unclaimed
location

Nashville, TN

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Caren Williams is a registered representative with Morgan Stanley, in the Nashville, TN office. Caren has been in the financial industry since 1991 and has a wealth of experience in securities and investment advisory services. Caren is also registered with the state of Tennessee as an Investment Advisor Representative. Caren Williams previously worked at Citigroup Global Markets Inc. and Prudential Securities Incorporated.

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

FRANKLIN, TN

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Cari Weaver is a financial advisor with Edward Jones. Cari is licensed to conduct securities business in Alabama, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Missouri, Nevada, North Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Cari has a strong understanding of the financial services industry and is dedicated to helping her clients achieve their financial goals. Cari holds the Series 66, Series 7TO, and SIE licenses.

SPECIALIZATIONS

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

MML Investors Services, LLC

location

Franklin, TN

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Carl Eugene Olson is a financial advisor with over 20 years of experience in the industry. Carl has held various roles at several firms, including New England Securities, AXA Advisors, LLC, and MSI Financial Services, Inc. Carl is currently a registered representative of MML Investors Services, LLC. Carl provides financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Carl holds the Series 6, 7, 24, 63, 65, and 66 securities licenses. Carl specializes in asset allocation, financial planning, and portfolio management.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

Chattanooga, TN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Carl James Greene is an active advisor registered with Raymond James Financial Services Advisors, Inc. in Chattanooga, Tennessee. Carl is a Registered Representative with 22 years of experience in the financial services industry. Carl Greene has passed both the Series 7 and Series 66 exams. Carl is registered with the state of Texas as an Investment Adviser Representative.

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

Thoroughbred Financial Services, LLC

location

JACKSON, TN

experience

45 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Carl Vernon Lee is a registered representative with Thoroughbred Financial Services, LLC, with over 40 years in the financial services industry. Carl is registered in multiple states and holds multiple licenses. He is also a registered investment advisor with the state of Tennessee. Carl provides financial planning, investment advisory services, and portfolio management for both individuals and businesses. He is dedicated to helping clients reach their financial goals. Carl is a respected member of the industry and is committed to providing his clients with the highest level of service.

SPECIALIZATIONS

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

United Capital Financial Advisors

location

MEMPHIS, TN

0 Disclosures

ADVISOR BIO

Carl Christopher McDonald is an investment advisor representative with United Capital Financial Advisors. Carl has been in the industry since 1987 and is licensed in Tennessee. Carl has experience in providing financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Carl also has a strong background in life and disability insurance sales. Carl is committed to providing his 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
SUB-ADVISER FOR OTHER INVESTMENT ADVISERS
Publication of Financial Periodicals
Unclaimed

UBS Financial Services Inc.

location

CHATTANOOGA, TN

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Carla Donina is a financial advisor with UBS Financial Services Inc. located in Chattanooga, Tennessee. Carla has been in the financial services industry since 1980 and has been with UBS since 2009. Carla has a wide range of experience in the financial services industry, including experience in investment advisory, brokerage, and insurance. Carla is registered with the state of Tennessee and Texas and holds several professional designations, including Series 7, Series 63, Series 31, and Series 65. Carla specializes in working with high-net-worth individuals, families, businesses, and charitable organizations. Carla is a member of the Board of Governors for ParkRidge Health System.

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

COOKEVILLE, TN

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Carla Lamb is a financial advisor with Stifel, Nicolaus & Company, Inc. Carla has been in the industry since 2008 and holds a variety of licenses and certifications, including Series 7, Series 9, Series 10, and Series 66, along with a Certified Financial Planner designation. Carla has experience with a variety of client types, including individuals, families, businesses, and charitable organizations. Carla provides a range of services, including financial planning, portfolio management, and investment advisory. Carla's previous employment includes positions at UBS Financial Services, VALIC Financial Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, Inc., and Wachovia Securities, LLC.

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

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