-
Distance Only Charleston, SC
-
COMPENSATION Either
-
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
Lisa Layne (CRD# 4247579) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 23 years of experience in the finance industry.
Tracie Legg (CRD# 2623160) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, SC and has over 27 years of experience in the finance industry.
Jesse Lempesis (CRD# 4715965) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston, SC and has over 19 years of experience in the finance industry.
William Little (CRD# 4758471) is an Investment Advisor Representative working at Tandem Investment Advisors Inc. in Charleston, SC and has over 20 years of experience in the finance industry.
Spencer Lynch (CRD# 1455455) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charleston, SC and has over 38 years of experience in the finance industry.
Paul Macdonald (CRD# 2567426) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Charleston, SC and has over 29 years of experience in the finance industry.
Grant Maddox (CRD# 7121585) is an Investment Advisor Representative working at Origin Investment Advisory LLC in Charleston, SC and has over 6 years of experience in the finance industry. Grant Maddox 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.
Paul Martin (CRD# 5078914) is an Investment Advisor Representative working at Eagles Coast Wealth Management, LLC in Charleston, SC and has over 18 years of experience in the finance industry.
Thomas Masi (CRD# 1660596) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Charleston, SC and has over 36 years of experience in the finance industry.
Kimberly Mathewes (CRD# 5103817) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, SC and has over 17 years of experience in the finance industry.