FPA of Middle Tennessee

MIDDLE TENNESSEE CHAPTER FACTS

• Most tenured industry member – 50 years, as of March, 2022

• 200+ Members, as of January, 2023

• 155 hold the CFP® designation, as of January, 2023

• 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 12 of the 40 Middle Tennessee counties