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291 advisors near
37686
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Out of 400,000+ nationwide
Stephanie C
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Stephanie Campbell is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. for five years. In addition to her advisory role, she is licensed as an insurance agent, selling life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a mix of fundamental and technical analysis with a systematic, quantitative approach primarily using ETFs and mutual funds, offering both discretionary and non-discretionary management.
William H
Series 63, Series 65, Series 66
Johnson City, TN
First Advisors National, LLC
William Harrison Jr. is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 54 years of industry experience. He worked at Oberweis Securities, Inc. for 13 years from 2003 to 2016. Outside of his advisory role, he is a licensed insurance agent in Johnson City, Tennessee. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm implements client strategies mainly through third-party money managers and combines tactical and strategic asset allocation with fundamental analysis and formal annual reviews.
Amy W
Series 63, Series 65
Bristol, VA
Realta Investment Advisors, Inc
Amy Widener is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior roles include positions at Center Street Securities and Arete Wealth Advisors, LLC. She is also a 50% owner of WL Financial Advisors, which offers annuities, life, and long-term care insurance sales. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and employs diversified strategies across multiple asset classes, utilizing both in-house management and third-party programs.
Kenna M
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Guardian Wealth Advisors since 2022. Prior to her advisory career, she held roles in various industries including retail and mortgage services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach utilizing ETFs, mutual funds, and risk-mitigation strategies.
Matthew D
Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Matthew Deitel is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior positions include roles at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Clearing. He is also licensed to sell life insurance and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a combination of fundamental and technical analysis within a systematic framework, utilizing ETFs, mutual funds, third-party managers, and risk measurement tools.
Kurt B
Series 63, Series 65
Elizabethton, TN
Advisor Share Wealth Management, LLC
Kurt Berry is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at First Advisors National, LLC, Vanderbilt Advisory Services, LLC, Vanderbilt Securities, LLC, Regal Investment Advisors, LLC, and Regulus Advisors, LLC. He is also the owner of Stillwater Financial, LLC, where he works as a financial health coach and sells various insurance products. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform for independent advisers, and it typically uses third-party sub-advisers and model portfolios to implement client strategies.
Darina N
Series 65
Johnson City, TN
Guardian Wealth Advisors, LLC
Darina Nghiem is a Series 65-licensed advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She has worked at Guardian Wealth Advisors since 2022 and is also co-owner of LV Nail Bar, a salon she has managed since 2013. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.
Regina C
Series 65
Johnson City, TN
Altitude Capital Management LLC
Regina Cornelio is a financial advisor at Altitude Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Whitney & Associates, Forthright Capital Partners, Appreciation Financial, and QSAC. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm offers tailored portfolio management and consulting services, focusing on individualized investment approaches aligned with client goals, risk tolerance, and time horizon.
Samuel R
CFP®, ChFC®, Series 63
Blountville, TN
ON Investment Management CO
Samuel Ross is a CFP®, ChFC®, and Series 63-licensed financial advisor with 43 years of industry experience. He has been with ON Investment Management Co. since 2007 and concurrently involved with affiliated firms including THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advisory services, Ross operates a tax preparation business and serves as a vice president at Secure Money Masters, where he is involved in selling insurance products. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a dual-registration model, offering both discretionary and non-discretionary management options while maintaining broker-dealer activity and relationships with multiple program sponsors.
Philip A
CFP®, Series 66
Johnson City, TN
Facet
Philip Alford is a CFP® professional with 10 years of industry experience. He is currently with Facet and has previously worked at The O.N. Equity Sales Company, Edward Jones, Values First Advisors Inc, and Fidelity Investments. He is also licensed to sell life, health, and long-term care insurance. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, utilizing technology-driven processes and model-based asset allocations primarily through ETFs. The firm serves both non-high-net-worth and high-net-worth households, offering a broad range of planning services delivered via phone, video, and a proprietary web platform.
Patrick C
CFP®, ChFC®, Series 63
Jonesborough, TN
Merit Financial Advisors
Patrick Carroll is a CFP® and ChFC® with 43 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at firms including Purshe Kaplan Sterling Investments, Triad Advisors, ACI Partners, National Planning Corporation, and Wealth Strategies Group. Carroll is the author of the book *Tame Your Money Elephants* and serves on the board of the National Capital Trolley Museum, a nonprofit organization. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios overseen by an internal Investment Management team and Investment Committee, allowing for customizable investment strategies and a range of advisory services.
Thomas L
Series 66
Bristol, VA
Realta Investment Advisors, Inc
Thomas Lisk is a financial advisor at Realta Investment Advisors, Inc. with 21 years of industry experience. He holds a Series 66 credential and has previously worked at Center Street Securities, Inc. and Thacker & Associates. Outside of his advisory role, he is a 50% owner of WL Financial Advisors, where he engages in annuities, life, and long-term care insurance sales. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance, implementing strategies using diversified asset allocation across various investment types.
Christopher H
Series 65
Elizabethton, TN
Advisor Share Wealth Management, LLC
Christopher Hinchey is a financial advisor at Advisor Share Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for ClarkDietrich for 14 years. Outside of advisory work, he has experience as an independent insurance agent. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans by providing investment advisory and financial planning services. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, often utilizing third-party sub-advisers and alternative investment options.
Michael B
CFP®, ChFC®, Series 63
Blountville, TN
ON Investment Management CO
Michael Bird is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has been with ON Investment Management Company and its affiliated firms since 2013. In addition to his advisory role, he is involved in insurance sales and operates a tax preparation business. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm uses a dual-registration model combining advisory and broker-dealer activities and offers access to third-party investment programs alongside customized portfolio management.
William B
Series 63
Kingsport, TN
Silver Oak Securities, Inc.
William Bingham is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds the Series 63 designation and has been with Silver Oak Securities since 2013. He is also part owner of Beez Bikes and More, a business unrelated to investments. Silver Oak Securities serves individuals, pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, offering a variety of advisory programs tailored to client objectives and risk tolerances. The firm manages approximately $2.4 billion in discretionary assets and provides services ranging from customized portfolios to retirement plan consulting and third-party manager referrals.
Maureen M
Series 63
Johnson City, TN
Cary Street Partners
Maureen Maciver is a financial advisor at Cary Street Partners with 26 years of industry experience. She has been with Cary Street Partners since 2011, previously working at Ftb Advisors, Inc. and First Horizon Advisors, Inc. She serves as Chairman of the Board for Blue Ridge Medical Management. Cary Street Partners serves a diverse client base including individuals, corporations, trusts, and institutional clients, providing portfolio management, financial planning, and access to proprietary strategies supported by affiliated asset-management and broker-dealer businesses.
Russell I
Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Russell Ingram Jr. is a financial advisor at Guardian Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including THE O.N. Equity Sales Company, Ohio National Financial Services, and Duke Ingram Financial Services. In addition to his advisory roles, he is active in insurance sales, including life, disability, health, and long-term care insurance. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.
Jordan C
Series 66
Blountville, TN
ON Investment Management CO
Jordan Carrier is a financial advisor at ON Investment Management Company with three years of industry experience. He holds a Series 66 credential and previously worked at Secure Money Masters, the Department of Veterans Affairs, and Bristol Tennessee Essential Services. Outside of advising, he is a commissioned public notary in Tennessee and is affiliated with NOBOX, an estate planning organization. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, utilizing a mix of discretionary and non-discretionary third-party investment programs.
Russell I
ChFC®, Series 63
Johnson City, TN
Guardian Wealth Advisors, LLC
Russell Ingram is a financial advisor at Guardian Wealth Advisors, LLC with 31 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with The O.N. Equity Sales Company and Duke Ingram Financial Services. Outside of advising, he is a partner in a golf course development partnership. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.
Barbara D
CFP®, Series 63, Series 66
Johnson City, TN
Guardian Wealth Advisors, LLC
Barbara Deitel is a CFP® professional with 30 years of industry experience, currently with Guardian Wealth Advisors, LLC since 2021. She previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2021. In addition to her advisory role, she is licensed to sell life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm primarily employs ETFs and mutual funds within a systematic, quantitative framework that incorporates risk mitigation and utilizes third-party managers and UMA platforms.
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Finding advisors...
291 advisors near
37686
within the area shown on the map
Out of 400,000+ nationwide