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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
Suzanne Ellis (CRD# 5335061) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Greenwood, SC and has over 13 years of experience in the finance industry.
Jennifer Erwin (CRD# 4340002) is an Investment Advisor Representative working at Edward Jones in Abbeville, SC and has over 22 years of experience in the finance industry.
Richard Hellman (CRD# 4304550) is an Investment Advisor Representative working at Edward Jones in Greenwood, SC and has over 23 years of experience in the finance industry.
Paul Janofsky (CRD# 6024975) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 12 years of experience in the finance industry.
Denise Lollis (CRD# 6261160) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenwood, SC and has over 5 years of experience in the finance industry.
Karolyn Lunsford (CRD# 2434325) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Elberton, GA and has over 30 years of experience in the finance industry. Karolyn Lunsford 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 McGrath (CRD# 2938860) is an Investment Advisor Representative working at Bison Advisors in Hartwell, GA and has over 21 years of experience in the finance industry.
Joshua Moody (CRD# 5584219) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Honea Path, SC and has over 15 years of experience in the finance industry.
Philip Nickles (CRD# 2568107) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 29 years of experience in the finance industry.
John Osley (CRD# 6679202) is an Investment Advisor Representative working at Edward Jones in Hartwell, GA and has over 7 years of experience in the finance industry.