-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Joshua Moody (CRD# 5584219) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Honea Path, SC and has over 15 years of experience in the finance industry.
Laura Moore (CRD# 6529762) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
Eric Morris (CRD# 4781204) is an Investment Advisor Representative working at Cary Street Partners in Greenville, SC and has over 20 years of experience in the finance industry. Eric Morris 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.
Stephen Moss (CRD# 5693828) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 14 years of experience in the finance industry.
Julie Mullikin (CRD# 5098735) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Easley, SC and has over 18 years of experience in the finance industry. Julie Mullikin 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.
Richard Muncaster (CRD# 2785454) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, SC and has over 27 years of experience in the finance industry.
Matthew Murphy (CRD# 5042532) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clemson, SC and has over 18 years of experience in the finance industry.
Alan Nachman (CRD# 1553733) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 37 years of experience in the finance industry.
Eric Nash (CRD# 2745795) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenville, SC and has over 5 years of experience in the finance industry.
Bryan Neill (CRD# 5994746) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 12 years of experience in the finance industry.