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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
James Clifford (CRD# 2131590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Pleasant, SC and has over 32 years of experience in the finance industry.
Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry. Benjamin Coakley 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.
Matthew Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 15 years of experience in the finance industry. Matthew Coakley 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.
Richard Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Reeve Conover (CRD# 1846776) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 34 years of experience in the finance industry.
Thomas Copeland (CRD# 4387097) is an Investment Advisor Representative working at C2g Capital Management LLC in Summerville, SC and has over 22 years of experience in the finance industry.
Christopher Corley (CRD# 5140415) is an Investment Advisor Representative working at Harbour Wealth Management Group, Inc. in Charleston, SC and has over 17 years of experience in the finance industry.
Edmond Coxe (CRD# 6508096) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 8 years of experience in the finance industry.
Adam Curran (CRD# 5318690) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 16 years of experience in the finance industry. Adam Curran 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.
Andrew Dalrymple (CRD# 5019596) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 17 years of experience in the finance industry. Andrew Dalrymple 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.