David Gerkin Email & Phone Number

Mount Juliet, Tn, Us

Mount Juliet, Tennessee, United States

EPM Financial is a a local firm of qualified financial advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in financial planning, investment management, retirement strategies, risk management, and estate planning. I conduct the majority of research on investments for the team. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and EPM Financial are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Mt Juliet, Tn

The Edwards Porter Group is a a local firm of highly qualified Financial Advisors that can help you reach your financial goals! Our team has over 30 years experience in the industry and specializes in Financial Planning, Investment Management, Retirement Strategies, Risk Management, and Estate Planning. I create and update financial plans for clients in a team environment. I also conduct the majority of research on investments for the team.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the‘Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Edwards Porter Group are separate entities from LPL Financial. Please remember to contact Private Advisor Group, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Private Advisor Group, LLC, effect any specific transactions for your account. The financial consultants at Edwards Porter Group are registered representatives with offer securities through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants affiliated with Edwards Porter Group are registered to do business in the following states: AL, CA, CT, FL, GA, IA, IL, IN, KY, MN, MO, OH, PA, SC, TN.

Nashville, Tn

Assisted clients with investments, insurance and college savings in addition to comprehensive financial plans.

Madison, Tn

You may have heard of this company. I started out as a barista when I moved to Tennessee and worked my way up to manager. I learned about customer service, profit and loss statements, training employees, and a wee bit about coffee.

Urbana, Il

This is a residential and commercial real estate appraisal company. I was very fortunate to work here, as they allowed me time off to play with The Red Hot Valentines. It was a typical office job, but I learned a lot about real estate and valuation, and even a little about drafting.

Champaign, Il

I played bass and sang back-up vocals for this Midwestern rock band that signed to Polyvinyl Records. We met a lot of cool people and had a lot of fun on the way! It was a great experience that taught me a lot about running a business.