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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
Julian Lively (CRD# 4808498) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 19 years of experience in the finance industry.
Julian Lively (CRD# 2161759) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 32 years of experience in the finance industry.
Vince Lockhart (CRD# 3277808) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Augusta, GA and has over 24 years of experience in the finance industry.
Matthew Loss (CRD# 5780327) is an Investment Advisor Representative working at Edward Jones in Augusta, GA and has over 13 years of experience in the finance industry.
Carolyn Lumley (CRD# 2690228) is an Investment Advisor Representative working at A To Z Asset Advisors, LLC in Aiken, SC and has over 28 years of experience in the finance industry. Carolyn Lumley 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.
Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 10 years of experience in the finance industry.
Karl Lutterloh (CRD# 6139503) is an Investment Advisor Representative working at Lpl Financial LLC in Aiken, SC and has over 11 years of experience in the finance industry.
James Maddox (CRD# 4162770) is an Investment Advisor Representative working at Dempsey Lord Smith, LLC in Evans, GA and has over 23 years of experience in the finance industry.
Keenan Mann (CRD# 6617943) is an Investment Advisor Representative working at Mann Advisory Services, LLC in Evans, GA and has over 8 years of experience in the finance industry.
James Manning (CRD# 5951540) is an Investment Advisor Representative working at Asset Advisors in Augusta, GA and has over 12 years of experience in the finance industry.