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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
Gary Knode (CRD# 7903981) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Summerville, SC and has 1 year of experience in the finance industry.
David Lobeck (CRD# 1919180) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Summerville, SC and has over 6 years of experience in the finance industry.
Austin Moak (CRD# 7447029) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Summerville, SC and has 1 year of experience in the finance industry.
Brandon O'higgins (CRD# 7158788) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 4 years of experience in the finance industry.
Brent Tatum (CRD# 7399602) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 2 years of experience in the finance industry.
Joshua Welch (CRD# 6000285) is an Investment Advisor Representative working at Cuso Financial Services in Summerville, SC and has over 12 years of experience in the finance industry.
Amanda Wise (CRD# 7314169) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Summerville, SC and has over 2 years of experience in the finance industry.
John Wood (CRD# 7483961) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 2 years of experience in the finance industry.
Jacob Hermans (CRD# 4933448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Pleasant, SC and has over 18 years of experience in the finance industry. Jacob Hermans 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.
Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 12 years of experience in the finance industry. Clayton Abel 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.