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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
Edward Wells (CRD# 6727417) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 5 years of experience in the finance industry.
Duncan White (CRD# 5834380) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 13 years of experience in the finance industry.
Susan Yeatts (CRD# 4079941) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irmo, SC and has over 24 years of experience in the finance industry. Susan Yeatts 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.
Jacob Aaron (CRD# 7278776) is an Investment Advisor Representative working at Equitable Advisors, LLC in Irmo, SC and has over 3 years of experience in the finance industry.
Jackson Brazell (CRD# 7026065) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Irmo, SC and has 1 year of experience in the finance industry.
Zachary Callahan (CRD# 7213962) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Irmo, SC and has over 3 years of experience in the finance industry.
Milton Cooley (CRD# 4289300) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irmo, SC and has over 23 years of experience in the finance industry.
Michael Copeland (CRD# 1618757) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 37 years of experience in the finance industry.
Theresa Miley (CRD# 3027218) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Irmo, SC and has over 23 years of experience in the finance industry.
Benjamin Orner (CRD# 7343373) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Irmo, SC and has over 2 years of experience in the finance industry.