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Jackson S
Series 66
Dickson, TN
Cetera
Jackson Story is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes roles at Cetera Wealth Services, Jack B. Turner and Associates, and Benefits, Inc., where he works as a benefits consultant specializing in employee benefits such as group health and disability insurance. He also has experience as a graduate assistant at the University of Tennessee at Martin. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a variety of third-party and affiliated investment managers.
Kevin S
Series 63, Series 66
Dickson, TN
Cetera
Kevin Smith is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cetera and Cetera Wealth Services since 2014. Outside of his advisory role, Smith serves on several nonprofit boards, including Developmental Services of Dickson County and the Goodlark Educational Foundation, and holds leadership roles in multiple benefits and insurance companies. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with access to affiliated and unaffiliated third-party managers across various program structures.
Collin J
Series 65, Series 63
Dickson, TN
Cetera
Collin James is a financial professional with Cetera, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His background includes service with the United States Air Force and roles at Jack B. Turner and Associates, Inc., as well as Benefits Inc. Outside of his advisory work, he also acts as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and supports both discretionary and non-discretionary account structures.
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