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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 Knight (CRD# 3152963) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 25 years of experience in the finance industry.
Dennis Latham (CRD# 2891207) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Easley, SC and has over 15 years of experience in the finance industry.
Jay Lizanich (CRD# 6512394) is an Investment Advisor Representative working at Spc in Easley, SC and has over 8 years of experience in the finance industry.
Sascha Mathis (CRD# 4266239) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 21 years of experience in the finance industry.
David Mitchell (CRD# 4504882) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 22 years of experience in the finance industry.
Julie Mullikin (CRD# 5098735) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Easley, SC and has over 18 years of experience in the finance industry. Julie Mullikin 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.
Bryan Neill (CRD# 5994746) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 12 years of experience in the finance industry.
Robert Thompson (CRD# 5818939) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Easley, SC and has over 7 years of experience in the finance industry.
John Vassey (CRD# 7055346) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 5 years of experience in the finance industry.
Robert Wallace (CRD# 5396927) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Easley, SC and has over 15 years of experience in the finance industry. Robert Wallace 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.