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Distance Only Bluffton, 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
Christopher Kiesel (CRD# 2503273) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 25 years of experience in the finance industry.
Pete Lang (CRD# 5873950) is an Investment Advisor Representative working at Lang Capital in Bluffton, SC and has over 13 years of experience in the finance industry.
Peter Lawler (CRD# 1131068) is an Investment Advisor Representative working at Grey Street Capital, LLC in Bluffton, SC and has over 23 years of experience in the finance industry.
John Lewis (CRD# 2238161) is an Investment Advisor Representative working at New Albany Capital Partners, LLC in Bluffton, SC and has 1 year of experience in the finance industry.
Stephen Loderick (CRD# 6247877) is an Investment Advisor Representative working at Arsenal 401k Advisors in Bluffton, SC and has over 9 years of experience in the finance industry.
Nicholas Martin (CRD# 6197882) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bluffton, SC and has over 10 years of experience in the finance industry.
Andrew McCrosson (CRD# 5798726) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Bluffton, SC and has over 13 years of experience in the finance industry.
Alan Mooneyham (CRD# 1637292) is an Investment Advisor Representative working at Lpl Financial LLC in Bluffton, SC and has over 37 years of experience in the finance industry. Alan Mooneyham 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.
Michelle Myhre (CRD# 3024239) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 26 years of experience in the finance industry. Michelle Myhre 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.
Archie Odom (CRD# 2932225) is an Investment Advisor Representative working at Avantax Advisory Services in Bluffton, SC and has over 26 years of experience in the finance industry.