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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
Jodi Sullivan (CRD# 4253573) is an Investment Advisor Representative working at Edward Jones in Hayesville, NC and has over 23 years of experience in the finance industry.
Lori Talley-Kelley (CRD# 6016247) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 10 years of experience in the finance industry.
Leonard Taylor (CRD# 1292422) is an Investment Advisor Representative working at Jackson Taylor Investment Securities in Seneca, SC and has over 39 years of experience in the finance industry.
Robert Thomas (CRD# 4586152) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 21 years of experience in the finance industry.
Alex Vassey (CRD# 5716709) is an Investment Advisor Representative working at Commonwealth Financial Network in Seneca, SC and has over 14 years of experience in the finance industry.
Harold Vincent (CRD# 1739370) is an Investment Advisor Representative working at Attainment Asset Management LLC in Clayton, GA and has over 21 years of experience in the finance industry.
Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 12 years of experience in the finance industry. Jason White 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.
Terry White (CRD# 5647858) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Hiawassee, GA and has over 15 years of experience in the finance industry.
Michael Wiercinski (CRD# 5442335) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Franklin, NC and has over 16 years of experience in the finance industry.
Roger Woodruff (CRD# 847606) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Salem, SC and has over 37 years of experience in the finance industry.