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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
David De Rhodo (CRD# 1245299) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summerville, SC and has over 40 years of experience in the finance industry. David De Rhodo 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.
Lisa Dehaven (CRD# 2783601) is an Investment Advisor Representative working at Lpl Financial LLC in Charleston, SC and has over 27 years of experience in the finance industry.
Louis Dimuzio (CRD# 2477020) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in N Charleston, SC and has over 29 years of experience in the finance industry.
John Dirks (CRD# 4880391) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, SC and has over 19 years of experience in the finance industry.
Jeremy Ellisor (CRD# 5722917) is the founder and lead advisor of Convergent Financial Group.
Before starting Convergent Financial Group, Jeremy was a co-owner and lead advisor of E&R Wealth Management. Over the past decade, he has worked in various sides of the financial industry, including a fee-only wealth management firm, an independent broker dealer, and an insurance company. His experience brings expertise in planning for the future, investments, insurance, taxes, and estate planning. He holds a Bachelor of Science in Civil Engineering from Clemson University.
We believe that the...
Jarrod Elvis (CRD# 6396311) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, SC and has over 9 years of experience in the finance industry.
William Everett (CRD# 5083704) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 18 years of experience in the finance industry.
Justin Farnsworth (CRD# 5469964) is an Investment Advisor Representative working at First Citizens Investor Services in Summerville, SC and has 9 years of experience in the finance industry.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated...
Larry Fisher (CRD# 5470246) is an Investment Advisor Representative working at J. Benjamin Financial, LLC in North Charleston, SC and has over 13 years of experience in the finance industry.
Edward Flannery (CRD# 6189609) is an Investment Advisor Representative working at Lpl Financial LLC in Summerville, SC and has over 9 years of experience in the finance industry.