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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
Timothy Doozan (CRD# 5629821) is an Investment Advisor Representative working at Keel Point, LLC in Lyman, SC and has over 15 years of experience in the finance industry. Timothy Doozan 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.
Daniel Howard (CRD# 6269681) is an Investment Advisor Representative working at Edward Jones in Lyman, SC and has over 10 years of experience in the finance industry.
Donna Morris (CRD# 6610967) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lyman, SC and has over 8 years of experience in the finance industry.
Davis Griffin (CRD# 6318900) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lyman, SC and has over 9 years of experience in the finance industry.
Robert Allamon (CRD# 6162753) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Greenville, SC and has over 11 years of experience in the finance industry.
Stacey Allan (CRD# 5633227) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenville, SC and has over 8 years of experience in the finance industry.
Jeffrey Allen (CRD# 5419283) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 16 years of experience in the finance industry.
John Allen (CRD# 4166254) is an Investment Advisor Representative working at Edward Jones in Taylors, SC and has over 23 years of experience in the finance industry.
Mark Allen (CRD# 5681493) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 14 years of experience in the finance industry.