Invested Better
Advisors in Columbia, Tennessee
32 Results
Unclaimed

Eversource Wealth Advisors, LLC | CFP ® (Certifications)

location

Columbia, TN

0 Disclosures

ADVISOR BIO

Andrew Russell Varnedoe is a financial advisor with Eversource Wealth Advisors, LLC. Andrew has been a financial advisor for over four years and is a Certified Financial Planner. Andrew specializes in providing financial planning, portfolio management, and educational seminars to individual investors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

COLUMBIA, TN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

April Denise Thurman is a registered representative with Ameriprise Financial Services, LLC. April has been in the financial services industry since 2008. She has a Series 7, Series 66 and SIE license, and is registered in 15 states. April's branch office is located in Columbia, Tennessee. April has specializations in asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

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

Private Advisor Group, LLC

location

Columbia, TN

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Gentry is a financial advisor with Private Advisor Group, LLC. Benjamin has been in the industry since 2002 and holds the Series 7, 63 and 66 securities licenses. He also has a SIE designation. Benjamin has experience with a variety of financial products and services, including investment advisory, financial planning, portfolio management, and pension consulting. His clients include individuals, families, businesses, and institutions. Benjamin is committed to providing his clients with personalized financial advice that meets their unique needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITATION/REFERRAL
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Columbia, TN

experience

13 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Berrie Beth Coble is a registered representative with Cambridge Investment Research Advisors, Inc. Berrie Beth Coble is a registered investment advisor in Tennessee. Berrie Beth Coble has been in the securities industry since 2011. Berrie Beth Coble has passed the Series 7, Series 66, and SIE exams. Berrie Beth Coble has experience with FTB ADVISORS, INC. and NBC SECURITIES, INC.. Berrie Beth Coble provides advisory services in the areas of financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

COLUMBIA, TN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Brian Sanderson is a financial advisor associated with Edward Jones. Brian has been in the industry since December 2016. Brian is a registered representative in Tennessee and Texas. Brian's professional licenses and registrations include the Series 66 and Series 7 securities licenses. Brian Sanderson is also registered as an investment advisor representative in Tennessee and Texas. Brian has 17 state licenses and 4 SRO registrations in different states.

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

Columbia, TN

0 Disclosures

ADVISOR BIO

Cade Harrison Morgan is a registered representative with Raymond James Financial Services Advisors, Inc. located in Columbia, TN. Cade has been in the industry since August 2024 and has passed the Series 7TO and SIE exams. Cade is a registered representative in Tennessee and offers advisory services, including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Cade is also a registered representative for Grace Financial Partners, a non-investment related support company.

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

U.s. Bancorp Investments, Inc.

location

Columbia, TN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Carlana Gillespie Brown has been in the financial industry since 2000. Carlana is a Registered Representative, Investment Advisor Representative and is currently licensed in Tennessee. Carlana is associated with U.S. Bancorp Investments, Inc.. Carlana has previously been employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, City National Securities, Inc. and BANC of America Investment Services, Inc.

SPECIALIZATIONS

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

COLUMBIA, TN

0 Disclosures

ADVISOR BIO

Charles Plunkett is a financial advisor with Edward Jones. Charles has been in the industry since 2006. He is registered with FINRA and the states of Tennessee and Kentucky. Charles specializes in financial planning, pension consulting and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

COLUMBIA, TN

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Charles Gillen is a financial advisor with over 30 years of experience in the industry. Charles is registered with Ameriprise Financial Services, LLC and has been with the firm since November 1986. Previously, Charles was affiliated with IDS Life Insurance Company in Minneapolis, Minnesota from 1987 to 2006. Charles is a Certified Financial Planner and holds Series 7, SIE, and Series 63 licenses. Charles offers a range of financial services, including financial planning, portfolio management, and educational seminars.

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

LPL Financial LLC

location

COLUMBIA, TN

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Clinton Allen is a financial advisor with over 13 years of experience in the industry. Clinton has a strong background in financial planning and investment management. Clinton is currently registered with LPL Financial LLC. Previously, Clinton was employed at Ameriprise Financial Services, LLC, First Citizens Investor Services, Inc., and Edward Jones. Clinton holds the Series 7, Series 66, and SIE licenses. Clinton is committed to providing clients with personalized financial advice and guidance 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

Need help matching

with the right advisor?