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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
Henry Summer (CRD# 1679524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newberry, SC and has over 36 years of experience in the finance industry. Henry Summer 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.
Renee Underwood (CRD# 2461954) is an Investment Advisor Representative working at Lpl Financial LLC in Laurens, SC and has over 29 years of experience in the finance industry.
Aaron Watson (CRD# 2341571) is an Investment Advisor Representative working at Avantax Advisory Services in Mccormick, SC and has over 25 years of experience in the finance industry.
Luke Watson (CRD# 6243353) is an Investment Advisor Representative working at Avantax Advisory Services in Mccormick, SC and has over 9 years of experience in the finance industry.
Gena Wiegand (CRD# 4613045) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 21 years of experience in the finance industry.
Daniel Wilson (CRD# 6714301) is an Investment Advisor Representative working at Edward Jones in Laurens, SC and has over 7 years of experience in the finance industry.
John Wiseman (CRD# 2235625) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 31 years of experience in the finance industry.
Dustin Wood (CRD# 5834497) is an Investment Advisor Representative working at Edward Jones in Greenwood, SC and has over 13 years of experience in the finance industry.
Dan Worthing (CRD# 6067458) is an Investment Advisor Representative working at Edward Jones in Greenwood, SC and has over 11 years of experience in the finance industry.
Alexander Biffle (CRD# 7774601) is an Investment Advisor Representative working at Edward Jones in Greenwood, SC and has 1 year of experience in the finance industry.