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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
Norman Kirkwood (CRD# 3076391) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Anderson, SC and has over 25 years of experience in the finance industry.
Arthur Klugh (CRD# 3126620) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Anderson, SC and has over 25 years of experience in the finance industry. Arthur Klugh 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.
Denise Lollis (CRD# 6261160) 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.
Mark Maurer (CRD# 1496683) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Anderson, SC and has over 37 years of experience in the finance industry.
David McClain (CRD# 2924821) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 26 years of experience in the finance industry.
Lucas McClain (CRD# 6937288) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 5 years of experience in the finance industry.
Thomas McDonald (CRD# 1199575) is an Investment Advisor Representative working at United Capital Financial Advisors in Anderson, SC and has over 40 years of experience in the finance industry.
Joshua Moody (CRD# 5584219) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Honea Path, SC and has over 15 years of experience in the finance industry.
Philip Nickles (CRD# 2568107) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenwood, SC and has over 29 years of experience in the finance industry.
Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 16 years of experience in the finance industry.