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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
Joseph Folis (CRD# 1297095) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Bluffton, SC and has 1 year of experience in the finance industry.
Luke Gawronski (CRD# 6291525) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bluffton, SC and has over 10 years of experience in the finance industry. Luke Gawronski 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.
Theresa Gernhard (CRD# 3119822) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, SC and has over 25 years of experience in the finance industry.
Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 10 years of experience in the finance industry.
Andrew Geyer (CRD# 5556477) is an Investment Advisor Representative working at Optimumsquare, LLC in Bluffton, SC and has over 7 years of experience in the finance industry.
Craig Gilmour (CRD# 6250470) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bluffton, SC and has over 10 years of experience in the finance industry. Craig Gilmour 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 Goodwyn (CRD# 1621490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bluffton, SC and has over 18 years of experience in the finance industry.
Kaleena Hale (CRD# 5454142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Wentworth, GA and has over 12 years of experience in the finance industry.
James Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 26 years of experience in the finance industry. James Haley 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.
James Hatcher (CRD# 2763181) is an Investment Advisor Representative working at H.D. Vest Advisory Services, Inc. in Irving, TX and has over 21 years of experience in the finance industry.