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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
Kathryn Vause (CRD# 6852827) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Andrews, SC and has over 6 years of experience in the finance industry.
Andrew Friedman (CRD# 6326240) is an Investment Advisor Representative working at Edward Jones in Georgetown, SC and has over 9 years of experience in the finance industry.
Thomas Johnson (CRD# 5556832) is an Investment Advisor Representative working at Edward Jones in Georgetown, SC and has over 15 years of experience in the finance industry.
James Smith (CRD# 5877499) is an Investment Advisor Representative working at Edward Jones in Kingstree, SC and has over 13 years of experience in the finance industry.
Lori Stevenson (CRD# 4907948) is an Investment Advisor Representative working at Mma Securities LLC in Georgetown, SC and has over 16 years of experience in the finance industry.
Kent Vannier (CRD# 1533886) is an Investment Advisor Representative working at Edward Jones in Georgetown, SC and has over 37 years of experience in the finance industry.
Molly Vannier (CRD# 5003363) is an Investment Advisor Representative working at Edward Jones in Georgetown, SC and has over 6 years of experience in the finance industry.
Toni Ward (CRD# 3015220) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kingstree, SC and has over 23 years of experience in the finance industry.
Jeffrey Wildes (CRD# 3218519) is an Investment Advisor Representative working at Wildes Financial Strategies, Inc. in Georgetown, SC and has over 24 years of experience in the finance industry. Jeffrey Wildes 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.
Matthew Doak (CRD# 7057018) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Georgetown, SC and has 1 year of experience in the finance industry.