Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Carmichael Creel Investments
Top 1% by experience in Tennessee
CFAFiduciary
Raymond James Financial Services Advisors
45yrs
James DavisFinancial advisor
2905 12th Ave S Suite 108
Nashville, TN 37204
Top 1% by experience in Nashville
CFAChFC
Brandon Financial Planning
Top 1% by experience nationwide
CFACFP®ChFC
Proffitt & Goodson
43yrs
David GoodsonFinancial advisor
4800 Old Kingston Pike
Knoxville, TN 37919
Top advisor by experience at Proffitt & Goodson
CFA
Highland Capital Management
42yrs
Mark CroninFinancial advisor
850 Ridge Lake Blvd Suite 205
Memphis, TN 38120
Top advisor by experience at Highland Capital Management
CFAFiduciary
Newsouth Capital Management
41yrs
David MorrowFinancial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top advisor by experience at Newsouth Capital Management
CFA
Robert W. Baird & Co.
41yrs
Waymon TiptonFinancial advisor
1600 West End Ave, Suite 1100
Nashville, TN 37203
Top 3% by experience nationwide
CFAFiduciary
Fielder Capital Group
38yrs
Frank ByrdFinancial advisor
1222 Demonbreun Street Suite 1610
Nashville, TN 37203
Top advisor by experience at Fielder Capital Group
CFACFP®Fiduciary
Newsouth Capital Management
38yrs
Andrew MacqueenFinancial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top 6% by experience nationwide
CFAFiduciary
Processus Wealth & Capital Management
Top 6% by experience nationwide
CFAFiduciary
Global Retirement Partners
37yrs
Steven GlasgowFinancial advisor
3011 Armory Drive, #250
Nashville, TN 37204
Top 6% by experience nationwide
CFAFiduciary
Sentry
37yrs
Joseph MorrisonFinancial advisor
6070 Poplar Avenue Suite 700
Memphis, TN 38119
Top 6% by experience nationwide
CFAFiduciary
Shayne & Jacobs
36yrs
William JacobsFinancial advisor
4015 Hillsboro Pike Suite 203
Nashville, TN 37215
Top 7% by experience nationwide
CFACFP®Fiduciary
Newsouth Capital Management
35yrs
Patrick DanehyFinancial advisor
1100 Ridgeway Loop Rd Suite 444
Memphis, TN 38120
Top 8% by experience in Tennessee
CFAFiduciary
Patten and Patten
35yrs
Raymond RyanFinancial advisor
555 Walnut Street Suite 280
Chattanooga, TN 37402
Top 8% by experience nationwide
CFA
Barksdale Investment Management
32yrs
Nathaniel GrantFinancial advisor
40 Burton Hills Blvd Suite 230
Nashville, TN 37215
Top 13% by experience in Nashville
CFA
Chickasaw Capital Management
32yrs
Steven DelarosaFinancial advisor
6075 Poplar Ave Suite 720
Memphis, TN 38119
Top 13% by experience nationwide
CFA
Envision Financial Planning
31yrs
Stacey HydeFinancial advisor
5100 Poplar Avenue, Suite 2428
Memphis, TN 38137
Top 15% by experience in Tennessee
CFACFP®
Barksdale Investment Management
31yrs
Melissa LafferFinancial advisor
40 Burton Hills Blvd Suite 230
Nashville, TN 37215
Top 15% by experience in Tennessee
CFA
Highland Capital Management
30yrs
Alan EricksonFinancial advisor
850 Ridge Lake Blvd Suite 205
Memphis, TN 38120
Top 16% by experience in Tennessee
CFAFiduciary
Pantheon Investments
30yrs
Tague GoodhueFinancial advisor
735 Broad Street Suite 709-6
Chattanooga, TN 37402
Top 17% by experience in Tennessee
CFA
Delta Asset Management
29yrs
David SmithFinancial advisor
700 Colonial Rd Suite 220
Memphis, TN 38117
Top 18% by experience in Tennessee
CFACFP®
Apogee Wealth Partners
Top 18% by experience in Tennessee
CFAFiduciary
Captrust
29yrs
William ReedFinancial advisor
5314 Maryland Way, Suite. 300
Brentwood, TN 37027
Top 17% by experience at Captrust
CFACFP®