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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
Marty Grubbs (CRD# 5989966) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lexington, SC and has over 12 years of experience in the finance industry.
Adam Hagen (CRD# 6292035) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, SC and has over 4 years of experience in the finance industry.
Edward Hutto (CRD# 2744456) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lexington, SC and has over 27 years of experience in the finance industry.
Jason Jeanquart (CRD# 6593478) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lexington, SC and has over 6 years of experience in the finance industry.
Seth Kurtz (CRD# 7450849) is an Investment Advisor Representative working at D.a. Davidson & Company in Lexington, SC and has 1 year of experience in the finance industry.
Jason Kyzer (CRD# 7083784) is an Investment Advisor Representative working at Edward Jones in Lexington, SC and has over 4 years of experience in the finance industry.
Atul Makharia (CRD# 5070762) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Lexington, SC and has over 18 years of experience in the finance industry.
Melissa Mendenall (CRD# 1745247) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lexington, SC and has over 4 years of experience in the finance industry.
Nathaniel Price (CRD# 6481481) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lexington, SC and has over 8 years of experience in the finance industry. Nathaniel Price 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.
Karen Ross (CRD# 7784803) is an Investment Advisor Representative working at Edward Jones in Lexington, SC and has 1 year of experience in the finance industry.