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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
Gary Kurtz (CRD# 2621417) is an Investment Advisor Representative working at D.a. Davidson & Company in Lexington, SC and has over 28 years of experience in the finance industry.
Mindy Kyzer (CRD# 4782519) is an Investment Advisor Representative working at Edward Jones in Lexington, SC and has over 19 years of experience in the finance industry. Mindy Kyzer 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.
Matthew Langley (CRD# 2444447) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chapin, SC and has over 30 years of experience in the finance industry.
Alexander Lewis (CRD# 6695629) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Irmo, SC and has over 7 years of experience in the finance industry.
Robert Logan (CRD# 4971461) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, SC and has over 18 years of experience in the finance industry. Robert Logan 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.
Carolyn Lumley (CRD# 2690228) is an Investment Advisor Representative working at A To Z Asset Advisors, LLC in Aiken, SC and has over 28 years of experience in the finance industry. Carolyn Lumley 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.
Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 10 years of experience in the finance industry.
Karl Lutterloh (CRD# 6139503) is an Investment Advisor Representative working at Lpl Financial LLC in Aiken, SC and has over 11 years of experience in the finance industry.
Kevin Madden (CRD# 4788015) is an Investment Advisor Representative working at Edward Jones in Lexington, SC and has over 19 years of experience in the finance industry.
Tanya Maldonado (CRD# 5622745) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 6 years of experience in the finance industry.