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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
Craig McDaniel (CRD# 6010161) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Columbia, SC and has over 11 years of experience in the finance industry.
Ramon Mejia (CRD# 6436826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Lexington, SC and has over 8 years of experience in the finance industry.
Robert Mendenall (CRD# 6569067) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Lexington, SC and has over 8 years of experience in the finance industry.
Paul Moffett (CRD# 1292325) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, SC and has over 39 years of experience in the finance industry.
Gregg Newman (CRD# 2099842) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, SC and has over 33 years of experience in the finance industry.
Michael O'shaughnessey (CRD# 6018682) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chapin, SC and has over 11 years of experience in the finance industry.
John Peay (CRD# 4893314) is an Investment Advisor Representative working at Savant Wealth Management in Clinton, SC and has over 24 years of experience in the finance industry.
Matthew Perry (CRD# 3183970) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chapin, SC and has over 25 years of experience in the finance industry.
Kaarina Plotkin (CRD# 3012250) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 26 years of experience in the finance industry.
James Poole (CRD# 1439175) is an Investment Advisor Representative working at Lpl Financial LLC in Irmo, SC and has over 38 years of experience in the finance industry.