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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
Adam Clements (CRD# 6521800) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Simpsonville, SC and has over 8 years of experience in the finance industry. Adam Clements 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.
Dwayne Clendaniel (CRD# 2151804) is an Investment Advisor Representative working at Lpl Financial LLC in Greer, SC and has over 32 years of experience in the finance industry.
Patti Clifton (CRD# 1829382) is an Investment Advisor Representative working at Lpl Financial LLC in Taylors, SC and has over 32 years of experience in the finance industry.
Roger Clifton (CRD# 4487106) is an Investment Advisor Representative working at Clifton, Roger Lambert in Columbus, NC and has 1 year of experience in the finance industry.
James Cluverius (CRD# 3242876) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 8 years of experience in the finance industry.
Jennifer Cockram (CRD# 6248943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, SC and has over 7 years of experience in the finance industry.
Anthony Colancecco (CRD# 6247436) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 10 years of experience in the finance industry. Anthony Colancecco 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.
Marshall Cole Iii (CRD# 6073296) is an Investment Advisor Representative working at Azalea Capital in Greenville, SC and has 1 year of experience in the finance industry.
Robert Coleman (CRD# 5909512) is an Investment Advisor Representative working at Foster Victor Wealth Advisors in Greenville, SC and has over 11 years of experience in the finance industry. Robert Coleman 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.
Katherine Coley (CRD# 2212044) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 25 years of experience in the finance industry.