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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
Shawn Brunner (CRD# 5442641) is an Investment Advisor Representative working at Coastal Wealth Advisors, LLC in Johns Island, SC and has 1 year of experience in the finance industry. Shawn Brunner 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.
David Bunce (CRD# 2789328) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 27 years of experience in the finance industry.
Melody Bundschuh (CRD# 2783471) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 25 years of experience in the finance industry.
Charles Burdette (CRD# 3058804) is an Investment Advisor Representative working at Advice And Planning Services in Charleston, SC and has over 25 years of experience in the finance industry.
Barre Butler (CRD# 1706585) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Charleston, SC and has over 36 years of experience in the finance industry.
Daniel Callahan (CRD# 6111894) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 11 years of experience in the finance industry.
Robert Callahan (CRD# 1656787) is an Investment Advisor Representative working at Primerica Advisors in North Charleston, SC and has over 36 years of experience in the finance industry.
Abigail Capasso (CRD# 6369267) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has over 7 years of experience in the finance industry.
Charles Capasso (CRD# 5319437) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has over 17 years of experience in the finance industry. Charles Capasso 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.
Benjamin Carew (CRD# 6490923) is an Investment Advisor Representative working at Tandem Investment Advisors Inc. in Charleston, SC and has over 8 years of experience in the finance industry.