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Distance Only Clover, 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
Helen Godwin (CRD# 4718883) is an Investment Advisor Representative working at Quantitative Process, LLC in Clover, SC and has over 20 years of experience in the finance industry.
James Hayes (CRD# 2285817) is an Investment Advisor Representative working at Edward Jones in Clover, SC and has over 31 years of experience in the finance industry. James Hayes 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.
Angela Sloan (CRD# 1578733) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Clover, SC and has over 37 years of experience in the finance industry.
Nicholas Brigham (CRD# 5877189) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clover, SC and has over 13 years of experience in the finance industry.
Steven Mullooly (CRD# 1868602) is an Investment Advisor Representative working at Mullooly Wealth Planning LLC in Clover, SC and has over 35 years of experience in the finance industry.
Cassia Reed (CRD# 6850974) is an Investment Advisor Representative working at Edward Jones in Clover, SC and has 1 year of experience in the finance industry.
Charles Thomas (CRD# 4997969) is an Investment Advisor Representative working at Intrepid Eagle Finance LLC in Clover, SC and has over 18 years of experience in the finance industry. Charles Thomas 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.
William Thompson (CRD# 7145419) is an Investment Advisor Representative working at Edward Jones in Clover, SC and has 1 year of experience in the finance industry.