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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
Harry Cromer (CRD# 5537851) is an Investment Advisor Representative working at Edward Jones in Chapin, SC and has over 15 years of experience in the finance industry.
Thomas Gore (CRD# 4261918) is an Investment Advisor Representative working at Keen Capital, Ltd in Chapin, SC and has over 23 years of experience in the finance industry. Thomas Gore 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.
Stephanie Hafter-Lipford (CRD# 6253663) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapin, SC and has over 10 years of experience in the finance industry.
Edward Hanners (CRD# 4770241) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chapin, SC and has over 20 years of experience in the finance industry.
Katherine Hollenbeck (CRD# 5642429) is an Investment Advisor Representative working at Keen Capital, Ltd in Chapin, SC and has 1 year of experience in the finance industry. Katherine Hollenbeck 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.
Shawn Kenney (CRD# 1580177) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Chapin, SC and has over 36 years of experience in the finance industry.
Matthew Langley (CRD# 2444447) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chapin, SC and has over 30 years of experience in the finance industry.
Michael O'shaughnessey (CRD# 6018682) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chapin, SC and has over 12 years of experience in the finance industry.
Matthew Perry (CRD# 3183970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chapin, SC and has over 25 years of experience in the finance industry.
Erica Sellers (CRD# 5059793) is an Investment Advisor Representative working at Edward Jones in Chapin, SC and has over 10 years of experience in the finance industry.