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