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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
Wesley Boyce (CRD# 3126947) is an Investment Advisor Representative working at Captrust in Greenville, SC and has over 24 years of experience in the finance industry. Wesley Boyce 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.
William Bragdon (CRD# 4806249) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 18 years of experience in the finance industry.
Niles Brancati (CRD# 4371663) is an Investment Advisor Representative working at Altamont Advisors LLC in Greenville, SC and has over 22 years of experience in the finance industry.
Philip Brice (CRD# 1019504) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 42 years of experience in the finance industry.
Steven Broughton (CRD# 2124713) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greenville, SC and has over 29 years of experience in the finance industry. Steven Broughton 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.
Christopher Brown (CRD# 2627553) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 28 years of experience in the finance industry. Christopher Brown 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.
Jonathan Brown (CRD# 4997851) is an Investment Advisor Representative working at Cornerstone Wealth in Greenville, SC and has over 18 years of experience in the finance industry. Jonathan Brown 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.
William Brown (CRD# 4203898) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 23 years of experience in the finance industry.
William Brown (CRD# 2627550) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 28 years of experience in the finance industry.
Mark Brunson (CRD# 2619406) is an Investment Advisor Representative working at Edward Jones in Mauldin, SC and has over 28 years of experience in the finance industry.