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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
Michael Baloy (CRD# 6405924) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greer, SC and has over 9 years of experience in the finance industry.
Melissa Bane (CRD# 6200088) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has 1 year of experience in the finance industry. Melissa Bane 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.
Heather Banks (CRD# 5596878) is an Investment Advisor Representative working at Prudential Financial Planning Services in Asheville, NC and has over 15 years of experience in the finance industry. Heather Banks 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.
Brian Barbee (CRD# 7074608) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, SC and has over 4 years of experience in the finance industry.
Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Greenville, SC and has over 23 years of experience in the finance industry. Brian Barker 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.
Barry Barnette (CRD# 4492898) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greer, SC and has over 22 years of experience in the finance industry.
Bert Barre (CRD# 4119994) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Henry Barre (CRD# 830712) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 36 years of experience in the finance industry.
Justin Bartanus (CRD# 7005996) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 5 years of experience in the finance industry.
Dow Barton (CRD# 1211944) is an Investment Advisor Representative working at Delta Investment Management, LLC in Greenville, SC and has over 7 years of experience in the finance industry.