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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
William Fields (CRD# 1966739) is an Investment Advisor Representative working at Shadow Wealth Management, LLC in Lexington, SC and has over 34 years of experience in the finance industry.
Michael Floyd (CRD# 1758026) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irmo, SC and has over 36 years of experience in the finance industry.
Brandon Foster (CRD# 5098753) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Irmo, SC and has over 17 years of experience in the finance industry. Brandon Foster 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.
Dumitru Gasan (CRD# 5714540) is an Investment Advisor Representative working at Edward Jones in Gilbert, SC and has over 14 years of experience in the finance industry.
Thomas Gore (CRD# 4261918) is an Investment Advisor Representative working at Keen Capital, Ltd in Chapin, SC and has over 23 years of experience in the finance industry. Thomas Gore 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.
Stephanie Hafter-Lipford (CRD# 6253663) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Chapin, SC and has over 10 years of experience in the finance industry.
Edward Hanners (CRD# 4770241) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Chapin, SC and has over 20 years of experience in the finance industry.
Elijah Harris (CRD# 6778299) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lexington, SC and has over 5 years of experience in the finance industry.
Ryan Hedlund (CRD# 6414124) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Lexington, SC and has over 9 years of experience in the finance industry.
Daniel Hoefer (CRD# 4717888) is an Investment Advisor Representative working at Edward Jones in Irmo, SC and has over 20 years of experience in the finance industry. Daniel Hoefer 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.