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Distance Metro area (25 miles)
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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
Jason Lewis (CRD# 5651820) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 18 years of experience in the finance industry. Jason Lewis 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.
Dean Livingston (CRD# 1637728) is an Investment Advisor Representative working at Seacrest Wealth Management, LLC in Greenville, SC and has over 37 years of experience in the finance industry.
Jay Lizanich (CRD# 6512394) is an Investment Advisor Representative working at Spc in Easley, SC and has over 8 years of experience in the finance industry.
Jeffery Lockman (CRD# 2354538) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 30 years of experience in the finance industry.
Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 5 years of experience in the finance industry.
Brandon Long (CRD# 6955453) is an Investment Advisor Representative working at Edward Jones in Powdersville, SC and has over 5 years of experience in the finance industry.
Kenneth Long (CRD# 6473585) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greenville, SC and has over 9 years of experience in the finance industry.
William Long (CRD# 2433843) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greenville, SC and has over 30 years of experience in the finance industry.
Giovanni Luccia (CRD# 4604182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, SC and has over 21 years of experience in the finance industry.
David Luke (CRD# 2154068) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, SC and has over 32 years of experience in the finance industry.