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

J. L. Crain, III CFP®

Certified Financial Planner

First Citizens Investment Services

3668 S Houston Levee Rd, Suite 201
Collierville, TN 38017

First Citizens Investment Services

1939 Hazelton Dr
Germantown, TN 38138-2658
(901) 867-3441

General

J. Crain is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at First Citizens Investment Services in Collierville, 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

LPL Financial

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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