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Distance Only Charleston, 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
Park Dougherty (CRD# 1402344) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Charleston, SC and has over 38 years of experience in the finance industry.
Richard Durkee (CRD# 2090391) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Charleston, SC and has over 33 years of experience in the finance industry.
Hi, I'm Angel Escobedo CFP®- Partner and Fee-only Financial Advisor at Capasso Planning Partners.
I have worked in the financial services industry since January 2018 after attaining a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. My primary goal as a financial planner is to help my clients light a financial path to dignity, awareness, hope, and a worry-free life. My experience working with both large broker-dealers and small family offices has allowed me to create a financial planning experience that is both personal and actionable, allowing the client to...
Ilya Falkovich (CRD# 5141636) is an Investment Advisor Representative working at Eagles Coast Wealth Management, LLC in Charleston, SC and has over 12 years of experience in the finance industry.
Brett Fellows (CRD# 4955706) is an Investment Advisor Representative working at Oak Capital Advisors, LLC in Charleston, SC and has over 18 years of experience in the finance industry. Brett Fellows 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.
Eugene Freedman (CRD# 860752) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 32 years of experience in the finance industry.
Michael Fusco (CRD# 3135391) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Myrtle Beach, SC and has over 4 years of experience in the finance industry.
John Geilfuss (CRD# 6062527) is an Investment Advisor Representative working at Mariner Wealth in Charleston, SC and has over 10 years of experience in the finance industry. John Geilfuss 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.
Gary Gerald (CRD# 1858283) is an Investment Advisor Representative working at The Marin Group Inc. in Charleston, SC and has over 31 years of experience in the finance industry.
William Giddens (CRD# 5099038) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, SC and has over 16 years of experience in the finance industry.