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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
Christopher Newton (CRD# 1254591) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 19 years of experience in the finance industry.
Christopher Newton (CRD# 6195382) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 9 years of experience in the finance industry.
Philip Nickles (CRD# 2568107) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 29 years of experience in the finance industry.
Altman Norris (CRD# 4894219) is an Investment Advisor Representative working at Norris Financial Group, LLC in Greenville, SC and has over 18 years of experience in the finance industry.
Edgar Norris (CRD# 349219) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 30 years of experience in the finance industry.
Terry Norris (CRD# 841386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, SC and has over 39 years of experience in the finance industry. Terry Norris 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.
Benjamin Norwood (CRD# 2421070) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 30 years of experience in the finance industry.
George O'brien (CRD# 2183177) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Greenville, SC and has over 32 years of experience in the finance industry. George O'brien 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.
Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 16 years of experience in the finance industry.
John Osley (CRD# 6679202) is an Investment Advisor Representative working at Edward Jones in Hartwell, GA and has over 7 years of experience in the finance industry.