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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
Karmen Kingsmore (CRD# 1076197) is an Investment Advisor Representative working at Kingsmore Wealth Management, LLC in Union, SC and has over 39 years of experience in the finance industry.
Eric Lahaie (CRD# 6021248) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 9 years of experience in the finance industry.
Jennifer Lahaie (CRD# 6528766) is an Investment Advisor Representative working at Jehm Wealth & Retirement, LLC in Simpsonville, SC and has over 8 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.
Dylan Manley (CRD# 6010908) is an Investment Advisor Representative working at Edward Jones in Simpsonville, SC and has over 6 years of experience in the finance industry.
Austin Marshall (CRD# 7052780) is an Investment Advisor Representative working at Edward Jones in Mauldin, SC and has over 5 years of experience in the finance industry.
Celinda Marshall (CRD# 5381481) is an Investment Advisor Representative working at Edward Jones in Mauldin, SC and has over 16 years of experience in the finance industry.
Bradford Mathis (CRD# 2416226) is an Investment Advisor Representative working at Edward Jones in Newberry, SC and has over 29 years of experience in the finance industry.
Mark McGrail (CRD# 4211277) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Simpsonville, SC and has over 22 years of experience in the finance industry.
Bailey McNamara (CRD# 6515513) is an Investment Advisor Representative working at Cwm, LLC in Mauldin, SC and has over 6 years of experience in the finance industry. Bailey McNamara 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.