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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
Heather Bosse (CRD# 5110357) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Pleasant, SC and has over 18 years of experience in the finance industry.
Leslie Boykin (CRD# 4717845) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 20 years of experience in the finance industry.
George Boyle (CRD# 2530846) is an Investment Advisor Representative working at Avantax Advisory Services in Awendaw, SC and has over 27 years of experience in the finance industry.
Anupama Brookins (CRD# 6991718) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mount Pleasant, SC and has over 5 years of experience in the finance industry. Anupama Brookins 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.
Douglas Buchan (CRD# 5385636) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry. Douglas Buchan 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.
Jeffrey Burton (CRD# 2366552) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, SC and has over 30 years of experience in the finance industry.
Tabatha Butler (CRD# 6525485) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 8 years of experience in the finance industry.
Robert Callahan (CRD# 1656787) is an Investment Advisor Representative working at Primerica Advisors in North Charleston, SC and has over 36 years of experience in the finance industry.
Paul Callander (CRD# 4600637) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in North Charleston, SC and has over 21 years of experience in the finance industry.
Kristina Campbell (CRD# 3082216) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 24 years of experience in the finance industry.