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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
Christopher Disharoon (CRD# 6994102) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, SC and has over 5 years of experience in the finance industry.
Michael Dolberg (CRD# 4699964) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.
Daniel Dupuis (CRD# 4606357) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mount Pleasant, SC and has over 21 years of experience in the finance industry.
Daniel Egbert (CRD# 3126238) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Pleasant, SC and has over 24 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.
Patricia Erickson (CRD# 1210855) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 40 years of experience in the finance industry.
Ray Evans (CRD# 4435282) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mount Pleasant, SC and has over 22 years of experience in the finance industry.
Ross Evans (CRD# 4545290) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, SC and has over 21 years of experience in the finance industry.
Sarah Exell (CRD# 5818080) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Pleasant, SC and has over 10 years of experience in the finance industry.