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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
David Means (CRD# 4790453) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 19 years of experience in the finance industry.
Ronald Metcalf (CRD# 1280602) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, SC and has over 37 years of experience in the finance industry.
Thomas Metcalf (CRD# 5169166) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenville, SC and has over 17 years of experience in the finance industry. Thomas Metcalf 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.
Richard Miers (CRD# 6099015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clemson, SC and has over 11 years of experience in the finance industry.
Erin Migliaccio (CRD# 5072480) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 10 years of experience in the finance industry.
Amy R Milionis (CRD# 4623056) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 20 years of experience in the finance industry. Amy R Milionis 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.
Daniel Milks (CRD# 6435280) is an Investment Advisor Representative working at Woodmark Advisors in Greenville, SC and has over 9 years of experience in the finance industry. Daniel Milks 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.
Matthew Miller (CRD# 4333239) is an Investment Advisor Representative working at Mml Investors Services, LLC in Greenville, SC and has over 22 years of experience in the finance industry.
Russell Miller (CRD# 5143225) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 17 years of experience in the finance industry. Russell Miller 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.
David Mitchell (CRD# 4504882) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 22 years of experience in the finance industry.