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6 advisors near
37185
within the area shown on the map
Out of 400,000+ nationwide
Christopher C
Series 66
Waverly, TN
Cornerstone Wealth Management, LLC
Christopher Clayton is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Cornerstone Wealth Management since 2013 and concurrently affiliated with LPL Financial since 2012. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm manages $4.93 billion in discretionary assets and utilizes fundamental, quantitative, and qualitative analysis with tailored account supervision and periodic rebalancing.
Layla S
Series 66
McEwen, TN
LPL Financial
Layla Slater is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of experience at the firm. She also operates Saving Abigail Grace, LLC, a for-profit business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.
Jeffrey P
Series 63, Series 66
Camden, TN
Edward Jones
Jeffrey Piskos is a financial advisor with Edward Jones in Camden, Tennessee, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns and operates a thrift store and several seasonal Halloween-related businesses in Camden. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.
Kathryn S
Series 66
Camden, TN
Raymond James Financial
Kathryn Snyder is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. She has worked at firms including LPL Financial and UBS Financial Services, and is the owner of a dance studio and a daffodil farm. Snyder also serves as vice president of the Dickson Referral Railway chapter of BNI, a business networking organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.
Christopher C
Series 63, Series 65
Waverly, TN
Cambridge Investment Research Advisors
Christopher Coats is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Edward Jones and iHeartMedia, Inc. He is also involved as an insurance agent and affiliated with a registered investment advisor firm. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.
Christopher N
Series 66
Camden, TN
Cetera
Christopher Nunnery is a financial advisor at Cetera with 23 years of industry experience. He holds the Series 66 designation and has been with Cetera Investment Advisers LLC since 2007. In addition to his advisory role, he is the managing partner at Nunnery, Poyner & Bohannon, PC, a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary options.
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Finding advisors...
6 advisors near
37185
within the area shown on the map
Out of 400,000+ nationwide