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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
Patrick Sheppard (CRD# 1779929) is an Investment Advisor Representative working at Atlantic Retirement & Wealth Advisors LLC in Johns Island, SC and has over 14 years of experience in the finance industry.
Skye Watson (CRD# 7308886) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johns Island, SC and has over 2 years of experience in the finance industry.
Shannon Baker (CRD# 3252960) is an Investment Advisor Representative working at Baker Wealth Advisors, LLC in Johns Island, SC and has over 24 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 18 years of experience in the finance industry. Jacob Hermans 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.
Clayton Abel (CRD# 5938137) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 12 years of experience in the finance industry. Clayton Abel 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.
Kevin Adleman (CRD# 6433039) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
Kirk Aguer (CRD# 4641265) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 20 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 8 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 7 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.