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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
Steven Pickard (CRD# 4556595) is an Investment Advisor Representative working at Carswell Investments, LLC in Charleston, SC and has over 21 years of experience in the finance industry.
David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Anna Ponder (CRD# 5926995) is an Investment Advisor Representative working at Edward Jones in North Charleston, SC and has over 12 years of experience in the finance industry.
Matthew Pontius (CRD# 4871714) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 19 years of experience in the finance industry.
Gene Potes (CRD# 6266114) is an Investment Advisor Representative working at Premier Wealth Partners, LLC in Charleston, SC and has over 10 years of experience in the finance industry.
Allan Proske (CRD# 6493594) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 5 years of experience in the finance industry. Allan Proske 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.
Bryan Quinn (CRD# 4888456) is an Investment Advisor Representative working at Cuso Financial Services in North Charleston, SC and has over 19 years of experience in the finance industry. Bryan Quinn 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.
George Rabon (CRD# 6360046) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Summerville, SC and has over 9 years of experience in the finance industry.
Ryan Reeves (CRD# 4081629) is an Investment Advisor Representative working at Lpl Financial LLC in Goose Creek, SC and has over 22 years of experience in the finance industry. Ryan Reeves 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.
Hannah Richardson (CRD# 6695793) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has over 7 years of experience in the finance industry.