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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
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.
Boyce Tollison (CRD# 2147357) is an Investment Advisor Representative working at Lpl Financial LLC in Anderson, SC and has over 32 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.
Brian Vorse (CRD# 6108233) is an Investment Advisor Representative working at Edward Jones in Fountain Inn, SC and has over 11 years of experience in the finance industry.
Dan Wagner (CRD# 2867278) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 26 years of experience in the finance industry.
Douglas White (CRD# 2645415) is an Investment Advisor Representative working at Edward Jones in Piedmont, SC and has over 28 years of experience in the finance industry. Douglas 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.
Gena Wiegand (CRD# 4613045) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 21 years of experience in the finance industry.
Daniel Wilson (CRD# 6714301) is an Investment Advisor Representative working at Edward Jones in Laurens, SC and has over 7 years of experience in the finance industry.