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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
Delton Bailey (CRD# 4356511) is an Investment Advisor Representative working at Bailey & Associates Investment Mgt. And Financial Planning LLC in Columbia, SC and has 1 year of experience in the finance industry. Delton Bailey 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.
Patricia Bailey (CRD# 4499582) is an Investment Advisor Representative working at Bailey & Associates Investment Mgt. And Financial Planning LLC in Columbia, SC and has over 22 years of experience in the finance industry. Patricia Bailey 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.
Robert Balmer (CRD# 2024945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, SC and has over 15 years of experience in the finance industry.
Robert Banish (CRD# 5796084) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 13 years of experience in the finance industry.
George Barnes (CRD# 6428042) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Leesville, SC and has over 9 years of experience in the finance industry.
John Barnes (CRD# 5505348) is an Investment Advisor Representative working at Pendleton Street Advisors, LLC in Columbia, SC and has over 16 years of experience in the finance industry. John Barnes 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 Barnett (CRD# 1308281) is an Investment Advisor Representative working at Osaic Fs, Inc. in Columbia, SC and has over 39 years of experience in the finance industry.
Heath Bartlett (CRD# 4424586) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, SC and has over 21 years of experience in the finance industry.
David Barton (CRD# 6452361) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 9 years of experience in the finance industry.
Henry Batts (CRD# 5893210) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has 6 years of experience in the finance industry.
www.greatsouthadvisorygroup.com