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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
Rett Summerville (CRD# 2260870) is an Investment Advisor Representative working at Primerica Advisors in Sumter, SC and has over 31 years of experience in the finance industry.
Toni Ward (CRD# 3015220) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kingstree, SC and has over 23 years of experience in the finance industry.
Catherine Watkins (CRD# 4362757) is an Investment Advisor Representative working at Edward Jones in Sumter, SC and has over 22 years of experience in the finance industry. Catherine Watkins 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.
Malinda Williams (CRD# 5232257) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Sumter, SC and has over 13 years of experience in the finance industry.
Jonathan Zimpleman (CRD# 4608059) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sumter, SC and has over 21 years of experience in the finance industry.
Tyler Bahnmuller (CRD# 7683843) is an Investment Advisor Representative working at Edward Jones in Sumter, SC and has 1 year of experience in the finance industry.
Robert Dykes (CRD# 7609453) is an Investment Advisor Representative working at Edward Jones in Sumter, SC and has 1 year of experience in the finance industry.
Tammy Kelly (CRD# 4589711) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sumter, SC and has over 21 years of experience in the finance industry.
David Smallidge (CRD# 5251577) is an Investment Advisor Representative working at Choreo, LLC in Sumter, SC and has over 4 years of experience in the finance industry.
Landon Vanpatten (CRD# 7549610) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sumter, SC and has 1 year of experience in the finance industry.