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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
Morgan Crutchley (CRD# 5683457) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bluffton, SC and has over 5 years of experience in the finance industry.
Todd Crutchley (CRD# 2164521) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bluffton, SC and has over 32 years of experience in the finance industry. Todd Crutchley 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.
Jack Cunningham (CRD# 2157013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaufort, SC and has over 28 years of experience in the finance industry.
Patrick Cunningham (CRD# 5180635) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaufort, SC and has over 14 years of experience in the finance industry.
Edmund Curlee (CRD# 6144354) is an Investment Advisor Representative working at First City Capital Management Inc. in Savannah, GA and has over 8 years of experience in the finance industry.
Edmund Curlee (CRD# 1604399) is an Investment Advisor Representative working at First City Capital Management Inc. in Savannah, GA and has over 37 years of experience in the finance industry.
Michael Curran (CRD# 850458) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Savannah, GA and has over 40 years of experience in the finance industry.
Holley Dean (CRD# 1025324) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 41 years of experience in the finance industry.
Michael Delap (CRD# 2256473) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Savannah, GA and has over 31 years of experience in the finance industry.
Thomas Dowling (CRD# 2573963) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Hilton Head Island, SC and has over 29 years of experience in the finance industry. Thomas Dowling 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.