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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
James David (CRD# 4315920) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lexington, SC and has over 23 years of experience in the finance industry.
Gary Deese, Cltc (CRD# 4165033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, SC and has over 21 years of experience in the finance industry.
Rodney Dooley (CRD# 3160114) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, SC and has over 24 years of experience in the finance industry.
Rodney Dooley (CRD# 4580989) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lexington, SC and has over 19 years of experience in the finance industry.
Frank Douglass (CRD# 5577855) is an Investment Advisor Representative working at Avantax Advisory Services in Lexington, SC and has over 15 years of experience in the finance industry. Frank Douglass 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.
Josip Dunat (CRD# 6588800) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lexington, SC and has over 7 years of experience in the finance industry.
Charles Estes (CRD# 4803900) is an Investment Advisor Representative working at Better Things Financial Partners LLC in Lexington, SC and has over 19 years of experience in the finance industry.
William Fields (CRD# 1966739) is an Investment Advisor Representative working at Shadow Wealth Management, LLC in Lexington, SC and has over 34 years of experience in the finance industry.
Elijah Harris (CRD# 6778299) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lexington, SC and has over 5 years of experience in the finance industry.
Ryan Hedlund (CRD# 6414124) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Lexington, SC and has over 9 years of experience in the finance industry.