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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
Leonard Taylor (CRD# 1292422) is an Investment Advisor Representative working at Jackson Taylor Investment Securities in Seneca, SC and has over 39 years of experience in the finance industry.
Robert Thomas (CRD# 4586152) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 21 years of experience in the finance industry.
Alex Vassey (CRD# 5716709) is an Investment Advisor Representative working at Commonwealth Financial Network in Seneca, SC and has over 14 years of experience in the finance industry.
Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 12 years of experience in the finance industry. Jason White 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.
Jonathan Aprile (CRD# 5387171) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Seneca, SC and has over 16 years of experience in the finance industry.
Justin Blakley (CRD# 7196179) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 4 years of experience in the finance industry.
Devyn Bond (CRD# 7384484) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Seneca, SC and has 1 year of experience in the finance industry.
William Jones (CRD# 7189534) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 4 years of experience in the finance industry.
Alexander Medlin (CRD# 7523237) is an Investment Advisor Representative working at Iq Capital Strategy LLC in Seneca, SC and has over 2 years of experience in the finance industry.
Stephen Molyneaux (CRD# 1523114) is an Investment Advisor Representative working at Hanover Advisors, Inc. in Seneca, SC and has over 37 years of experience in the finance industry.