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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
Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 10 years of experience in the finance industry.
Andrew Geyer (CRD# 5556477) is an Investment Advisor Representative working at Optimumsquare, LLC in Bluffton, SC and has over 7 years of experience in the finance industry.
Craig Gilmour (CRD# 6250470) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Bluffton, SC and has over 10 years of experience in the finance industry. Craig Gilmour 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.
Richard Goodwyn (CRD# 1621490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bluffton, SC and has over 18 years of experience in the finance industry.
Douglas Grant (CRD# 2770414) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hilton Head Island, SC and has over 27 years of experience in the finance industry.
Walter Greenfield (CRD# 4528565) is an Investment Advisor Representative working at Greenfield/lewis Investment Counsel in Hilton Head Island, SC and has 1 year of experience in the finance industry.
Kassidy Griner (CRD# 6318189) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 8 years of experience in the finance industry.
James Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 26 years of experience in the finance industry. James Haley 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.
Owen Hand (CRD# 235602) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Ladys Island, SC and has over 43 years of experience in the finance industry. Owen Hand 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.
G. Harden (CRD# 1244644) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 40 years of experience in the finance industry.