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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
Troy Young (CRD# 2408465) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lancaster, SC and has over 30 years of experience in the finance industry.
Joshua Beckham (CRD# 7571995) is an Investment Advisor Representative working at Edward Jones in Lancaster, SC and has 1 year of experience in the finance industry.
Drake Hess (CRD# 7516839) is an Investment Advisor Representative working at Avantax Advisory Services in Lancaster, SC and has 1 year of experience in the finance industry.
Jerry Kimbrell (CRD# 4386984) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lancaster, SC and has over 22 years of experience in the finance industry.
James Mullis (CRD# 7453598) is an Investment Advisor Representative working at Avantax Advisory Services in Lancaster, SC and has 1 year of experience in the finance industry.
Mary Robertson (CRD# 4044338) is an Investment Advisor Representative working at Edward Jones in Lancaster, SC and has 1 year of experience in the finance industry.
Bradford Small (CRD# 6995749) is an Investment Advisor Representative working at Lpl Financial LLC in Lancaster, SC and has over 5 years of experience in the finance industry.
Angela Wallace (CRD# 7127035) is an Investment Advisor Representative working at Avantax Advisory Services in Lancaster, SC and has over 4 years of experience in the finance industry.
Scott began his financial services career in 1975. He holds the Certified Portfolio Manager designation (CPM® is a registered service mark of the Academy of Certified Portfolio Managers); is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.; and holds the Chartered Financial Consultant® (ChFC®) professional designation.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk...