Chattanooga, TN Office

Team
Updated today

Client AUM

$178,440,700,518

Clients

230,676

Advisors

6

Of 3,340 advisors across 469 offices

Location

605 Chestnut Street, Suite 1010

Chattanooga TN 37450

Advisors at this office

6

Advisors at this office

user avatar

Larry W

Series 63, Series 65

Chattanooga, TN

STIFEL

Larry Weddle is a financial advisor at Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

William O

Series 66

Chattanooga, TN

STIFEL

William Oehmig is a Series 66-licensed financial advisor at Stifel with 12 years of industry experience. He has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing fee-based financial planning and model allocations intended to assist client decisions.

General retirement planning Income planning
user avatar

James F

Series 63, Series 65

Chattanooga, TN

STIFEL

James Ferguson is a financial advisor at Stifel with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel since 2015. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services including fee-based financial planning and recommendations of third-party advisers. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

General retirement planning Income planning
user avatar

Ralph A

Series 63, Series 65

Chattanooga, TN

STIFEL

Ralph Allison Jr. is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Stifel since 2015. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, with clients retaining discretion over implementation.

General retirement planning Income planning
user avatar

James W

Series 63, Series 65

Chattanooga, TN

STIFEL

James Werner Jr. is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning analyses, with clients retaining discretion over implementation.

General retirement planning Income planning
user avatar

Vicki C

Series 63, Series 65

Chattanooga, TN

STIFEL

Vicki Cherry is a financial advisor with Stifel in Chattanooga, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel since 2015. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm’s services include fee-based financial planning and tailored asset allocation guidance, with clients generally retaining discretion over implementation.

General retirement planning Income planning
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