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Distance Only West Columbia, SC
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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
William Amick (CRD# 6168077) is an Investment Advisor Representative working at Longleaf Advisory Services, LLC in West Columbia, SC and has over 11 years of experience in the finance industry. William Amick 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.
Robert Balmer (CRD# 2024945) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Columbia, SC and has over 14 years of experience in the finance industry.
Donald Burkett (CRD# 5259720) is an Investment Advisor Representative working at Burkett Financial Services, LLC in West Columbia, SC and has 1 year of experience in the finance industry.
Theodore Calcina (CRD# 2490890) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Columbia, SC and has over 29 years of experience in the finance industry.
Christopher Daniels (CRD# 6842029) is an Investment Advisor Representative working at Axio Consulting Group in West Columbia, SC and has over 6 years of experience in the finance industry.
Edward Falco (CRD# 6080280) is an Investment Advisor Representative working at Edward Jones in West Columbia, SC and has over 11 years of experience in the finance industry.
Matthew Fogle (CRD# 6713988) is an Investment Advisor Representative working at Edward Jones in West Columbia, SC and has over 7 years of experience in the finance industry.
Joe Giltner (CRD# 6117093) is an Investment Advisor Representative working at Axio Consulting Group in West Columbia, SC and has over 11 years of experience in the finance industry.
Sheila Little (CRD# 4452678) is an Investment Advisor Representative working at Prudeo Partners, LLC in West Columbia, SC and has over 10 years of experience in the finance industry.
Tillman Meetze (CRD# 3012204) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in West Columbia, SC and has over 22 years of experience in the finance industry.