J. L. Crain, III CFP<sup>&reg;</sup> - Financial Advisor

J. L. Crain, III CFP®

Certified Financial Planner

B Riley Wealth Management

5845 Airline Rd, Suite 201
Arlington, TN 38138

B Riley Wealth Management

1939 Hazelton Dr
Germantown, TN 38138-2658
(901) 229-4608

General

J. Crain is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at B Riley Wealth Management in Arlington, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TN
  • Health/disability insurance: TN
  • Fixed annuities: TN
  • Variable annuities: TN

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth

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