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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
Michael Alford (CRD# 4283819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 23 years of experience in the finance industry. Michael Alford 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.
Michael Avant (CRD# 5854591) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 13 years of experience in the finance industry.
Korey Banks (CRD# 5742428) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 14 years of experience in the finance industry.
Sean Bennett (CRD# 2357112) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 30 years of experience in the finance industry. Sean Bennett 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.
Leslie Boykin (CRD# 4717845) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 20 years of experience in the finance industry.
Tabatha Butler (CRD# 6525485) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 8 years of experience in the finance industry.
Tyler Campbell (CRD# 6685732) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 7 years of experience in the finance industry.
Edward Carlton (CRD# 2394365) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 30 years of experience in the finance industry.
Joseph Casselman (CRD# 4658881) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 20 years of experience in the finance industry.
Lester Chou (CRD# 4277405) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summerville, SC and has over 23 years of experience in the finance industry.