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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
Roland Baird (CRD# 2930737) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, SC and has over 26 years of experience in the finance industry.
Lawson Ballard (CRD# 1146807) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 40 years of experience in the finance industry.
Lawson Ballard (CRD# 5857897) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 5 years of experience in the finance industry.
James Ballentine (CRD# 3183968) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 25 years of experience in the finance industry. James Ballentine 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.
Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry. Melissa Bane 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.
Brian Barbee (CRD# 7074608) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, SC and has over 4 years of experience in the finance industry. Brian Barbee 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.
Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Greenville, SC and has over 23 years of experience in the finance industry. Brian Barker 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.
Dennis Barry (CRD# 4739271) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mauldin, SC and has over 20 years of experience in the finance industry.
Justin Bartanus (CRD# 7005996) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 5 years of experience in the finance industry.