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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
Robert Green (CRD# 705199) is an Investment Advisor Representative working at Bg Financial Advisors, LLC in Beaufort, SC and has over 41 years of experience in the finance industry.
Andrew Jones (CRD# 5654590) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 14 years of experience in the finance industry. Andrew Jones 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 Klaiber (CRD# 6341753) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 8 years of experience in the finance industry.
Michael Kuehn (CRD# 5241951) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 17 years of experience in the finance industry.
Samuel Martin (CRD# 6172824) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaufort, SC and has over 10 years of experience in the finance industry. Samuel Martin 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 Nix (CRD# 2627320) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 28 years of experience in the finance industry.
Jessica Rusnock (CRD# 5809853) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has 1 year of experience in the finance industry. Jessica Rusnock 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.
John Sumner (CRD# 4087968) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beaufort, SC and has over 24 years of experience in the finance industry. John Sumner 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.
Herbert Tanner (CRD# 1285454) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beaufort, SC and has over 39 years of experience in the finance industry. Herbert Tanner 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.
Edward Taylor (CRD# 6190824) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 10 years of experience in the finance industry.