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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
Patrick Burgess (CRD# 4039255) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 24 years of experience in the finance industry. Patrick Burgess 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.
Jason Burkett (CRD# 6721651) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 7 years of experience in the finance industry.
Michael Burkett (CRD# 5498216) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has 1 year of experience in the finance industry.
Scot Bytnar (CRD# 2425936) is an Investment Advisor Representative working at Hms Financial Services, LLC in Columbia, SC and has over 30 years of experience in the finance industry.
Michael Campbell (CRD# 2206537) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 31 years of experience in the finance industry.
Joseph Carrington (CRD# 5618002) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbia, SC and has over 15 years of experience in the finance industry.
Fowler Cary (CRD# 2101224) is an Investment Advisor Representative working at Ccm Investment Advisers, LLC in Columbia, SC and has over 33 years of experience in the finance industry.
Paul Cash (CRD# 2626011) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 28 years of experience in the finance industry.
John Chapman (CRD# 2707722) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has over 28 years of experience in the finance industry.
Ximena Chastain (CRD# 4910472) is an Investment Advisor Representative working at Abacus Planning Group, Inc. in Columbia, SC and has 1 year of experience in the finance industry. Ximena Chastain 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.