MIDDLE TENNESSEE CHAPTER FACTS

  • Most tenured industry member – 50 years, as of March, 2022
  • 175 Members, as of January, 2025
  • 122 hold the CFP® designation, as of January, 2025                                                                           Other designations held by Middle Tennessee Chapter Members include                                             

    AIF; AAMS; AFS; CAIA; CAS; CEBS; CeFT; CFA; CDFA; CEPA; CFA; CFE; ChFC®; CIMA®; CLTC; CLU; CM; CMFC; CPA; CPA/PFS; CPWA; CRPC; CTFA; EA; FPQP; J.D.; MAFF;  MS; MSFS; MBA; RLP; RICP®,

  • 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                                                                                                                            

 

Upcoming Chapter Events-Save The Dates

Wednesday, May 7- Estate Planning Conference · Wednesday August 27 – Chapter Meeting · Wednesday October 1 – Symposium · Wednesday November 12 – Chapter Meeting

2025 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.
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