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Certified Financial Planners in Tennessee

Certified Financial Planners in Columbia, TN

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3 results found

April Thurman Columbia, TN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Office Assistant • Team Member • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Bruce Gillen at Ameriprise Financial Services, Inc.
Title:
Associate Financial Advisor with the practice of Bruce Gillen, CFP® at Ameriprise Financial Services, Inc.
Location:
Columbia, Tennessee
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Associate Financial Advisor with the practice of Bruce Gillensince Apr 2009Ameriprise Financial Services, Inc. Executive Assistant with the practice of Bruce GillenMay 1996 - Apr 2009
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Montee Sneed Columbia, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Manager • Vice President • Corporate Executive • Chief Executive • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO, CFP, CRPC, CMFC at Caledonian Financial, Inc.
Title:
CEO at Caledonian Financial, Inc.
Location:
Columbia, Tennessee
Industry:
Financial Services
Work history:
Caledonian Financial, Inc. - Columbia, TennesseeCEO, CFP, CRPC, CMFCsince Nov 2005Merrill Lynch Resident Manager, Vice PresidentAug 1995 - Nov 2005
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Alissa Davidson Columbia, TN

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Administrative Assistant at Ameriprise Financial Services, Inc.
Title:
Administrative Assistant with the practice of Bruce Gillen, CFP® at Ameriprise Financial Services, Inc.
Location:
Columbia, Tennessee
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Administrative Assistantsince 2005
Skills:
Client Development, Office Administration, Communication
Full Profile

Certified Financial Planners near Columbia, TN03672108144180NashvilleBrentwoodMurfreesboroFranklin


Certified Financial Planners around Columbia, TN

Brentwood  (10)
Franklin  (1)
Murfreesboro  (2)
Nashville  (178)

Certified Financial Planners in Tennessee