David Smith
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| Licenses: | Securities Series 7 and Series 66; Investment Advisor Representative (IAR) and Registered Representative with Cambridge Investment Research Advisors, Inc; Securities registered in Florida, Oregon, Alabama, California, Tennessee, and South Carolina; Tennessee Life, Health, and Variable Annuity Agent; Additionally insurance licensed in Florida & Oregon. |
| Profile: | I have expertise in Military Divorces, Federal Service Divorces, and Qualified Domestic Relations Orders (QDRO's & Like Orders) research and preparation. I can help you to navigate the financial aspects of your divorce with calm and confidence, get your divorce related financial questions answered, and help you fully understand your settlement options. Divorce Your Finances P.E.A.C.E.fully, and Preserve Future Relationships. To schedule your complimentary thirty minute strategy session, either call my office number at (423) 305-6185, or visit my website: www.sandoakdivorcesolutions.com and complete the contact form.   |
| Contact: | Contact Form |
| Website: | https://sandoakdivorcesolutions.com/ |
| Employer: | Sand Oak Divorce Solutions, LLC |
| Employer Address: | 2616 Churchill Downs Circle Chattanooga TN, 37421 |
| Certifications: | Certified Divorce Financial Analyst® (CDFA®) designation - April 2015. Certified QDRO (Qualified Domestic Relations Orders) Specialist™ (CQS™) designation - March 2020. Chartered Financial Consultant® (ChFC®) designation - 2008. Chartered Advisor for Senior Living® (CASL®) designation - 2011. |
Education | |
| CDFA Training: | Obtained CDFA Certification in April 2015. |
| Mediation Training: | Completed Florida Family Mediation Training in February 2018. |
| Collaborative Training: | Introductory Collaborative Training in July 2016. Advanced Collaborative Training in November 2017. |
| Services offered in these states: | Alabama California Florida Georgia North Carolina Oregon South Carolina Tennessee Texas Virginia |