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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
W Jones (CRD# 867147) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, SC and has over 37 years of experience in the finance industry. W Jones 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.
Professional
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial...
Shane Kendrick (CRD# 5075984) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 15 years of experience in the finance industry. Shane Kendrick 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.
Alan Keppler (CRD# 5766305) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Greenville, SC and has over 14 years of experience in the finance industry.
Phillip Kesler (CRD# 4512375) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 21 years of experience in the finance industry.
Andrew Kessler (CRD# 6211526) is an Investment Advisor Representative working at Rfg Advisory, LLC in Greenville, SC and has over 10 years of experience in the finance industry. Andrew Kessler 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.
William Kibler (CRD# 6458229) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 9 years of experience in the finance industry.
Amy Kincaid (CRD# 6139094) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Greenville, SC and has over 8 years of experience in the finance industry.
David King (CRD# 2608635) is an Investment Advisor Representative working at Rogers Financial Advisory Group, LLC in Greenville, SC and has over 28 years of experience in the finance industry.
Kenneth Klegon (CRD# 1139339) is an Investment Advisor Representative working at William Mack & Associates Inc. in Greenville, SC and has over 40 years of experience in the finance industry. Kenneth Klegon 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.