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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
Jeffrey Nesseth (CRD# 1983482) is an Investment Advisor Representative working at Independent Financial Group, LLC in Seneca, SC and has over 34 years of experience in the finance industry.
Zachary Phillips (CRD# 6313404) is an Investment Advisor Representative working at Lvz, Inc. in Clarkesville, GA and has over 8 years of experience in the finance industry.
Ashley Roth (CRD# 6003968) is an Investment Advisor Representative working at Arrowhead Investment Advisors, LLC in Seneca, SC and has over 12 years of experience in the finance industry.
Jeffrey Schnee (CRD# 1176174) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glenville, NC and has over 40 years of experience in the finance industry.
David Smith (CRD# 2303443) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 31 years of experience in the finance industry.
Thomas Smith (CRD# 2057582) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 33 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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.
David Stone (CRD# 4934990) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 18 years of experience in the finance industry.
Charles Strickland (CRD# 1354135) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hayesville, NC and has over 38 years of experience in the finance industry.
Jodi Sullivan (CRD# 4253573) is an Investment Advisor Representative working at Edward Jones in Hayesville, NC and has over 23 years of experience in the finance industry.