Richard Jones, Cfp® Email and Phone Number
Richard Jones, Cfp® work email
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Richard Jones, Cfp® personal email
Richard Jones, Cfp® phone numbers
As a CERTIFIED FINANCIAL PLANNER™ Professional I assist individuals, familes and business owners to secure their financial wellbeing by creating a financial plan and helping them stay on track to meet their goals.
Keystone Planning Partners
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Certified Financial Planner™ Professional And Founding Partner At Keystone Planning PartnersKeystone Planning Partners Jan 2010 - Present618 Oakleaf Office Lane, Suite 300, Memphis, Tn 38117I am a Registered Representative of and offer Securities, Investment Advisory and Financial Planning Services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 10 Cadillac Dr., Ste., 300, Brentwood, TN 37027, 615-309-6300. I am licensed to sell insurance in AR, AZ, CO, FL, KY, MI, MO, MS, NM, OH, TN, and WA and securities in AR, TN, RL, MS, MO, VA, CA, and AZ. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and /or securities business. (AR insurance license number 11174).
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Certified Financial Planner™ ProfessionalCapital Financial Group, Llc Jan 2010 - PresentGreater Memphis Area
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Certified Financial Planner™ ProfessionalContinuum Planning Partners Jan 2010 - Apr 2022Greater Memphis Area -
Certified Financial Planner™ ProfessionalDiversified Financial Group, Llc Feb 2001 - Dec 2009MemphisAs a CERTIFIED FINANCIAL PLANNER™ I assisted individual, familes and business owners to secure their financial wellbeing by creating a financial plan and helping them stay on track to meet their goals.
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Certified Financial Planner™ ProfessionalJones & Associates Jan 1997 - Dec 2000Greater Memphis AreaBy creating financial plans I helped my clients to see the big picture, set long and short term life goals and assisted them in mapping out their financial future.
Richard Jones, Cfp® Skills
Richard Jones, Cfp® Education Details
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Marketing -
Evangel University
Frequently Asked Questions about Richard Jones, Cfp®
What company does Richard Jones, Cfp® work for?
Richard Jones, Cfp® works for Keystone Planning Partners
What is Richard Jones, Cfp®'s role at the current company?
Richard Jones, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional and Founding Partner at Keystone Planning Partners.
What is Richard Jones, Cfp®'s email address?
Richard Jones, Cfp®'s email address is ri****@****ide.com
What is Richard Jones, Cfp®'s direct phone number?
Richard Jones, Cfp®'s direct phone number is (615) 309*****
What schools did Richard Jones, Cfp® attend?
Richard Jones, Cfp® attended The University Of Memphis, Evangel University.
What are some of Richard Jones, Cfp®'s interests?
Richard Jones, Cfp® has interest in Family, Football, Water Skiing, Snow Skiing, Basketball, Tennis.
What skills is Richard Jones, Cfp® known for?
Richard Jones, Cfp® has skills like Financial Planning, Insurance, Securities, Finance, Strategic Planning, Investment Advisory, Business Succession Planning.
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