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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
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.
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.
Scott Daniels (CRD# 4351053) is an Investment Advisor Representative working at Edward Jones in Greer, SC and has over 6 years of experience in the finance industry.
Anna Defenbaugh (CRD# 6218377) is an Investment Advisor Representative working at Edward Jones in Duncan, SC and has over 10 years of experience in the finance industry.
Logan Dickey (CRD# 6895521) is an Investment Advisor Representative working at Intellivest Wealth Management in Boiling Springs, SC and has over 6 years of experience in the finance industry.
Michael Dickey (CRD# 6315085) is an Investment Advisor Representative working at Intellivest Wealth Management in Boiling Springs, SC and has over 9 years of experience in the finance industry.
Thomas Dixon (CRD# 3004671) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 26 years of experience in the finance industry.
Timothy Doozan (CRD# 5629821) is an Investment Advisor Representative working at Keel Point, LLC in Lyman, SC and has over 15 years of experience in the finance industry. Timothy Doozan 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.
Jodi Edney (CRD# 4249912) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 19 years of experience in the finance industry.