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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Sean Leboeuf (CRD# 4762436) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Knoxville, TN and has over 19 years of experience in the finance industry.
George Lee (CRD# 4389389) is an Investment Advisor Representative working at Oak Springs Wealth Management, LLC in Knoxville, TN and has over 22 years of experience in the finance industry. George Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ralph Lehman (CRD# 5798917) is an Investment Advisor Representative working at Usi Advisors in Knoxville, TN and has over 13 years of experience in the finance industry.
William Lenczynski (CRD# 6415901) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 9 years of experience in the finance industry.
Brandon Leonard (CRD# 7052803) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 5 years of experience in the finance industry.
Jonathan Leonard (CRD# 6731581) is an Investment Advisor Representative working at Mml Investors Services, LLC in Knoxville, TN and has over 7 years of experience in the finance industry. Jonathan Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Noell Lewis (CRD# 5251115) is an Investment Advisor Representative working at Edward Jones in Knoxville, TN and has over 17 years of experience in the finance industry.
Amy Lindsey (CRD# 6364092) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.
James Longest (CRD# 5790875) is an Investment Advisor Representative working at Longest & Young, LLC in Knoxville, TN and has over 13 years of experience in the finance industry.
Jeffrey Loos (CRD# 2223102) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 32 years of experience in the finance industry.