James De Tar Email
Co-Chief Executive Officer, Certified Financial Planner @ Heritage Investors, LLC
James De Tar's Location
Knoxville, Tennessee, United States
James De Tar's Education
- Drake University
Master of Business Administration (M.B.A.)
1990 - 1992 - Iowa State University
Bachelor’s Degree ( Chemical Engineering )
1979 - 1984 - Normal Community High School
High School ( College Prep, 3.8 GPA )
1977 - 1979
James De Tar's Skills
- Wealth Management
- Investments
- Insurance
- Financial Planning
- Financial Services
- Stock Management
- Bond Markets
- Estate Planning
- Retirement Planning
- Retirement Plan Consulting
James De Tar's Summary
James De Tar, based in Knoxville, Tennessee, United States, is currently a Co-Chief Executive Officer, Certified Financial Planner at Heritage Investors. James De Tar holds a 1990 - 1992 Master of Business Administration (M.B.A.) @ Drake University . With a robust skill set that includes Wealth Management, Investments, Insurance, Financial Planning, Financial Services and more, James De Tar contributes valuable insights to the industry. James De Tar has 1 email on RocketReach.
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Top Heritage Investors, LLC Employees
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ViewAmy Lynne Ahrens
Chief Operations Officer and Chief Financial Officer | Investment Advisor Representative | Cepa at Heritage Investors, LLC
Knoxville, Tennessee, United States33
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