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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
Bailey McNamara (CRD# 6515513) is an Investment Advisor Representative working at Cwm, LLC in Mauldin, SC and has over 6 years of experience in the finance industry. Bailey McNamara 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.
Patrick Rogers (CRD# 6773762) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has over 6 years of experience in the finance industry. Patrick Rogers 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.
Micah Valentine (CRD# 5721594) is an Investment Advisor Representative working at Lpl Financial LLC in Mauldin, SC and has over 14 years of experience in the finance industry.
Randy Chalmers (CRD# 7582539) is an Investment Advisor Representative working at Lpl Financial LLC in Mauldin, SC and has 1 year of experience in the finance industry.
Joseph Macias (CRD# 7387080) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has 1 year of experience in the finance industry.
Ryan Milem (CRD# 7304057) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has over 2 years of experience in the finance industry.
Cristina Ortiz (CRD# 6477679) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mauldin, SC and has over 8 years of experience in the finance industry.
Angel Ramirez-Vazquez (CRD# 7468806) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has 1 year of experience in the finance industry.
Jamie Richardson (CRD# 7373123) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mauldin, SC and has over 2 years of experience in the finance industry.
John Alexander (CRD# 4456936) is an Investment Advisor Representative working at Apex Capital Management LLC in Anderson, SC and has 1 year of experience in the finance industry.