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Distance Only Bluffton, 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
John Lewis (CRD# 2238161) is an Investment Advisor Representative working at New Albany Capital Partners, LLC in Bluffton, SC and has 1 year of experience in the finance industry.
Stephen Loderick (CRD# 6247877) is an Investment Advisor Representative working at Arsenal 401k Advisors in Bluffton, SC and has over 9 years of experience in the finance industry.
Nicholas Martin (CRD# 6197882) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bluffton, SC and has over 10 years of experience in the finance industry.
Andrew McCrosson (CRD# 5798726) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Bluffton, SC and has over 13 years of experience in the finance industry.
Alan Mooneyham (CRD# 1637292) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, SC and has over 37 years of experience in the finance industry. Alan Mooneyham 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.
Michelle Myhre (CRD# 3024239) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 26 years of experience in the finance industry. Michelle Myhre 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.
Allen Oechsner (CRD# 2520302) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bluffton, SC and has over 29 years of experience in the finance industry.
Randall Otto (CRD# 2944154) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bluffton, SC and has over 26 years of experience in the finance industry.
Windy Peavey (CRD# 3013884) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 26 years of experience in the finance industry.
Arthur Randall (CRD# 1246969) is an Investment Advisor Representative working at Strategic Investment Solutions, LLC in Bluffton, SC and has over 39 years of experience in the finance industry.