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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
Jonathan Hungerford (CRD# 4590907) is an Investment Advisor Representative working at Wells Fargo Advisors in Charleston, SC and has over 21 years of experience in the finance industry.
Taylor Janoskie (CRD# 6372733) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mount Pleasant, SC and has over 6 years of experience in the finance industry.
Thomas Johnson (CRD# 5264036) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 13 years of experience in the finance industry.
Adam Jurewicz (CRD# 3137397) is an Investment Advisor Representative working at Lpl Financial LLC in Summerville, SC and has over 25 years of experience in the finance industry.
Kerrick Keenan (CRD# 2723259) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 28 years of experience in the finance industry.
Jerry Koebel (CRD# 2308544) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 30 years of experience in the finance industry. Jerry Koebel 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.
Patrick Kramer (CRD# 3037096) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston , SC and has over 24 years of experience in the finance industry.
Barry Kyte (CRD# 4373405) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 22 years of experience in the finance industry. Barry Kyte 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.
William Lankford (CRD# 6911219) is an Investment Advisor Representative working at First Command Advisory Services in Summerville, SC and has over 5 years of experience in the finance industry.
Jeffrey Lansink (CRD# 4027838) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, SC and has over 24 years of experience in the finance industry. Jeffrey Lansink 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.