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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
Leonard Taylor (CRD# 1292422) is an Investment Advisor Representative working at Jackson Taylor Investment Securities in Seneca, SC and has over 39 years of experience in the finance industry.
Cynthia Thackham (CRD# 5147452) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Anderson, SC and has over 17 years of experience in the finance industry.
Robert Thomas (CRD# 4586152) is an Investment Advisor Representative working at Edward Jones in Seneca, SC and has over 21 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.
Stephen Tompkins (CRD# 2507717) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Clemson, SC and has over 29 years of experience in the finance industry.
Alex Vassey (CRD# 5716709) is an Investment Advisor Representative working at Commonwealth Financial Network in Seneca, SC and has over 14 years of experience in the finance industry.
Michael Vischer (CRD# 6993500) is an Investment Advisor Representative working at Edward Jones in Clemson, SC and has over 5 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 27 years of experience in the finance industry.
Jodi Watson (CRD# 2550796) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Athens, GA and has over 17 years of experience in the finance industry.
Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 12 years of experience in the finance industry. Jason 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.