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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
Jeffrey Smith (CRD# 4920956) is an Investment Advisor Representative working at Compass Financial, LLC in Prosperity, SC and has over 18 years of experience in the finance industry.
Karen Smith (CRD# 7005953) 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.
Taylor Stokes (CRD# 2673426) is an Investment Advisor Representative working at Stokes Capital Advisors, LLC in Greenwood, SC and has over 28 years of experience in the finance industry.
Rodney Stone (CRD# 1412258) is an Investment Advisor Representative working at Colorado Financial Service Corporation in Greenwood, SC and has over 38 years of experience in the finance industry. Rodney Stone 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.
Richard Strauss (CRD# 6805584) is an Investment Advisor Representative working at Edward Jones in Simpsonville, SC and has over 6 years of experience in the finance industry.
Henry Summer (CRD# 1679524) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newberry, SC and has over 36 years of experience in the finance industry. Henry Summer 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.
Frank Thomas (CRD# 1915952) is an Investment Advisor Representative working at Edward Jones in Simpsonville, SC and has over 35 years of experience in the finance industry.
Kevin Thomas (CRD# 6541061) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Simpsonville, SC and has over 8 years of experience in the finance industry.
James Tollus (CRD# 1726822) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Simpsonville, SC and has over 36 years of experience in the finance industry.
Renee Underwood (CRD# 2461954) is an Investment Advisor Representative working at Lpl Financial LLC in Laurens, SC and has over 29 years of experience in the finance industry.