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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
Dumitru Gasan (CRD# 5714540) is an Investment Advisor Representative working at Edward Jones in Gilbert, SC and has over 14 years of experience in the finance industry.
Greggory Vaughn (CRD# 6369484) is an Investment Advisor Representative working at Treehouse Financial, Inc. in Gilbert, SC and has over 9 years of experience in the finance industry.
Brandon McGrew (CRD# 7451346) is an Investment Advisor Representative working at Edward Jones in Gilbert, SC and has over 3 years of experience in the finance industry.
Connie Shealy (CRD# 3009628) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gilbert, SC and has over 23 years of experience in the finance industry.
Donna Able (CRD# 2105773) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has over 20 years of experience in the finance industry.
William Addison (CRD# 6152328) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 11 years of experience in the finance industry.
James Agostini (CRD# 2596320) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 29 years of experience in the finance industry. James Agostini 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.
Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 20 years of experience in the finance industry.
Karen Alessi (CRD# 1794316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 36 years of experience in the finance industry.
Maria Alexander (CRD# 4456276) is an Investment Advisor Representative working at Stephens in Columbia, SC and has over 10 years of experience in the finance industry.