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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
Andrew Sheriff (CRD# 6786963) is an Investment Advisor Representative working at Wells Fargo Advisors in Clemson, SC and has over 6 years of experience in the finance industry.
Brack Smith (CRD# 4765746) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 20 years of experience in the finance industry.
David Smith (CRD# 2303443) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 31 years of experience in the finance industry.
Thomas Smith (CRD# 2057582) is an Investment Advisor Representative working at Thomas Smith And Associates, Inc. in Seneca, SC and has over 34 years of experience in the finance industry.
Justin Souma (CRD# 4826460) is an Investment Advisor Representative working at Lpl Financial LLC in Highlands, NC and has over 19 years of experience in the finance industry. Justin Souma 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 Stone (CRD# 4934990) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 19 years of experience in the finance industry.
Lori Talley-Kelley (CRD# 6016247) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 10 years of experience in the finance industry.
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.
Cynthia Thackham (CRD# 5147452) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Anderson, SC and has over 17 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.