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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
Christopher Lamb (CRD# 4418087) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 22 years of experience in the finance industry.
Drake McCormick (CRD# 6963124) is an Investment Advisor Representative working at Synovus Securities, Inc. in Sumter, SC and has over 5 years of experience in the finance industry. Drake McCormick 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.
Robert McGee (CRD# 2395931) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hartsville, SC and has over 30 years of experience in the finance industry.
Leslie McIntosh (CRD# 4323471) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sumter, SC and has over 23 years of experience in the finance industry.
Edward Melton (CRD# 3150712) is an Investment Advisor Representative working at Edward Jones in Hartsville, SC and has over 25 years of experience in the finance industry.
Jordan Melton (CRD# 6337313) is an Investment Advisor Representative working at Edward Jones in Hartsville, SC and has over 8 years of experience in the finance industry.
Michael Milbee (CRD# 5035666) is an Investment Advisor Representative working at Lpl Financial LLC in Hartsville, SC and has over 18 years of experience in the finance industry. Michael Milbee 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.
Amanda Miller (CRD# 5968243) is an Investment Advisor Representative working at Edward Jones in Sumter, SC and has over 9 years of experience in the finance industry.
Chelsey Munn (CRD# 6006559) is an Investment Advisor Representative working at Lpl Financial LLC in Hartsville, SC and has over 5 years of experience in the finance industry.
Charles Noyes (CRD# 2922343) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sumter, SC and has over 26 years of experience in the finance industry.