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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
Samuel Swisher (CRD# 4871405) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 13 years of experience in the finance industry. Samuel Swisher 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.
Robert Boggs (CRD# 2681427) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 22 years of experience in the finance industry.
Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 19 years of experience in the finance industry.
Metin Kurkcu (CRD# 4667087) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Wylie, SC and has over 14 years of experience in the finance industry.
Derek Lewis (CRD# 5701113) is an Investment Advisor Representative working at R.p. Boggs & Company in Lake Wylie, SC and has over 6 years of experience in the finance industry. Derek Lewis 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.
Ryan Brockington (CRD# 6443944) is an Investment Advisor Representative working at Edward Jones in Lake Wylie, SC and has over 3 years of experience in the finance industry.
Keith Gregory (CRD# 5210784) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lake Wylie, SC and has over 11 years of experience in the finance industry. Keith Gregory 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.
Charles McClure (CRD# 4576173) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Lake Wylie, SC and has over 15 years of experience in the finance industry.
Tony Montanari (CRD# 3089483) is the Founder and a Financial Advisor for ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a five-time Independent Broker Dealer of the year by Investment Advisor Magazine.
Tony began his career in financial services in 1998 and spent his first 11 years with two large Wall Street firms advising high net worth clients and training other financial advisors. With a passion for educating individual investors, he also taught financial planning & investing programs for local employers such as Cisco Systems, CREE, JDS...