MIDDLE TENNESSEE CHAPTER FACTS

  • Most tenured industry member – 48 years
  • Have consistently maintained membership numbers over the the tenure of 2020
  • 137 hold the CFP® designation.
  • Other designations held by Middle Tennessee Chapter Members include CPA; CLU®; CFA; ChFC®; CIMA®; J.D.; PFS; RICP®
  • In addition to a College degree, we have Chapter Members holding an M.B.A. or Ph.D.  degrees
  • Chapter Members serve in both in the RIA/IAR and Broker-Dealer entities
  •   Chapter Members hold Series 6; Series 7; Series 63: Series 65 and Series 66 licenses
  • Chapter Members hold Life; Health; Property; Fixed Annuity and Variable Annuity Insurance licenses                                                                                                                                                                           
  • We have members in 11 of the 40 Middle Tennessee counties

 

2021 Corporate Partners

All levels of support provide critical funding that helps fulfill our mission and commitment to our Membership and community. Please contact us at fpamidtn@gmail.com if you are interested in our Offerings.
Triumph Bank -Platinum
TrustCore -Platinum
Janus Henderson Investors -Gold
Montgomery & Associates -Gold
Richards Bespoke -Gold
Cumberland Trust -Silver
William Blair -Silver
Woodmont Investment Counsel, LLC -Silver
Law Office of Jennifer Hunt - Silver
WillsReady.com- Silve