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Distance Only Seneca, SC
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
David Adrian (CRD# 6714168) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 7 years of experience in the finance industry.
Kevin Brock (CRD# 5295509) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Seneca, SC and has over 17 years of experience in the finance industry. Kevin Brock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robby Bryant (CRD# 2948042) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 26 years of experience in the finance industry. Robby Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amy Burk (CRD# 6533906) is an Investment Advisor Representative working at Global Retirement Partners LLC in Seneca, SC and has over 8 years of experience in the finance industry. Amy Burk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Chudyk (CRD# 4606891) is an Investment Advisor Representative working at The Fiduciary Alliance in Seneca, SC and has over 21 years of experience in the finance industry. David Chudyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Cope (CRD# 2753493) is an Investment Advisor Representative working at Lpl Financial LLC in Seneca, SC and has over 27 years of experience in the finance industry.
Ryan Fleming (CRD# 5620708) is an Investment Advisor Representative working at "the Pilot's Advisor," LLC in Seneca, SC and has over 15 years of experience in the finance industry.
Jan Fredman (CRD# 1343406) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 39 years of experience in the finance industry.
William Jones (CRD# 5359785) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Seneca, SC and has over 16 years of experience in the finance industry.
Lowell Macher (CRD# 2846041) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 27 years of experience in the finance industry.