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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
Kevin Montgomery (CRD# 4327360) is an Investment Advisor Representative working at Lpl Financial LLC in Hollywood, SC and has over 23 years of experience in the finance industry.
Samuel Myers (CRD# 6924769) is an Investment Advisor Representative working at Edward Jones in Hollywood, SC and has over 6 years of experience in the finance industry.
Jacob Hermans (CRD# 4933448) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mount Pleasant, SC and has over 19 years of experience in the finance industry. Jacob Hermans has taken additional exams to become a Certified Financial Planner (CFP®).
Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 13 years of experience in the finance industry. Clayton Abel has taken additional exams to become a Certified Financial Planner (CFP®).
Emily Adams (CRD# 5935833) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Island, SC and has over 11 years of experience in the finance industry.
Kirk Aguer (CRD# 4641265) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Culver City, CA and has over 21 years of experience in the finance industry.
Stephen Akin (CRD# 1104380) is an Investment Advisor Representative working at Akin Investments, LLC in Charleston, SC and has over 9 years of experience in the finance industry.
Pedro Alcantara (CRD# 1289520) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mount Pleasant, SC and has over 8 years of experience in the finance industry.
Donald Alderman (CRD# 2289153) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Charleston, SC and has over 31 years of experience in the finance industry.
Michael Alford (CRD# 4283819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 23 years of experience in the finance industry. Michael Alford has taken additional exams to become a Certified Financial Planner (CFP®).