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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
Juliet Penna (CRD# 7217694) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemson, SC and has 1 year of experience in the finance industry.
Blake Pitts (CRD# 4985039) is an Investment Advisor Representative working at Iq Capital Strategy LLC in Seneca, SC and has over 3 years of experience in the finance industry.
James Richardson (CRD# 7177103) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Athens, GA and has over 4 years of experience in the finance industry.
Eric Rose (CRD# 4210918) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jefferson, GA and has over 23 years of experience in the finance industry.
Brody Smith (CRD# 7145722) is an Investment Advisor Representative working at Wells Fargo Advisors in Clemson, SC and has over 4 years of experience in the finance industry.
Holly Thomason (CRD# 6067959) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hartwell, GA and has over 11 years of experience in the finance industry.
Lyndall Willis (CRD# 2910382) is an Investment Advisor Representative working at Wells Fargo Advisors in Clemson, SC and has over 26 years of experience in the finance industry. Lyndall Willis 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.