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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
John Dickey (CRD# 2945773) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Piedmont, SC and has over 26 years of experience in the finance industry.
Brian Disher (CRD# 4535814) is an Investment Advisor Representative working at Greenwood Capital Associates, LLC in Greenville, SC and has over 21 years of experience in the finance industry. Brian Disher 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.
Carlas Dixon (CRD# 6718185) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Piedmont, SC and has over 7 years of experience in the finance industry.
Matthew Dowdle (CRD# 6481868) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
Kara Dowers (CRD# 2618997) is an Investment Advisor Representative working at Primerica Advisors in Greenville, SC and has over 28 years of experience in the finance industry.
Leila Dudley (CRD# 6006627) is an Investment Advisor Representative working at Mosaic Wealth Strategies LLC in Greenville, SC and has over 11 years of experience in the finance industry. Leila Dudley 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.
Thaddeus Dulin (CRD# 5752018) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 14 years of experience in the finance industry.
Patrick Duncan (CRD# 6073289) is an Investment Advisor Representative working at Azalea Capital in Greenville, SC and has 1 year of experience in the finance industry.
Jacob Dunn (CRD# 7033147) is an Investment Advisor Representative working at Edward Jones in Greenville, SC and has over 5 years of experience in the finance industry.
Deforrest Durham (CRD# 2119928) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Easley, SC and has over 33 years of experience in the finance industry.