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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
Danielle Jeffcoat (CRD# 5775315) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 13 years of experience in the finance industry.
Emily Johnson (CRD# 4547947) is an Investment Advisor Representative working at Ritholtz Wealth Management in Hilton Head Island, SC and has over 20 years of experience in the finance industry. Emily Johnson 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.
Andrew Jones (CRD# 5654590) is an Investment Advisor Representative working at Verity Investment Partners in Beaufort, SC and has over 14 years of experience in the finance industry. Andrew Jones 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.
Nathaniel Jones (CRD# 2926843) is an Investment Advisor Representative working at Hilton Head Financial Advisors, Inc. in Hilton Head Island, SC and has over 26 years of experience in the finance industry.
Palmer Jones (CRD# 1016275) is an Investment Advisor Representative working at Palmer Jones & Associates, Inc. in Bluffton, SC and has 1 year of experience in the finance industry. Palmer Jones 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.
Gregory Karels (CRD# 2468052) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hilton Head Island, SC and has over 29 years of experience in the finance industry.
Abbi Keen (CRD# 6320381) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bluffton, SC and has over 9 years of experience in the finance industry.
Daniel Keith (CRD# 1348403) is an Investment Advisor Representative working at The Cavanaugh Group Inc. in Hilton Head Island, SC and has 1 year of experience in the finance industry.
Jessica Keith (CRD# 2420995) is an Investment Advisor Representative working at The Cavanaugh Group Inc. in Hilton Head Island, SC and has over 28 years of experience in the finance industry.
Christopher Kiesel (CRD# 2503273) is an Investment Advisor Representative working at Oak Advisors, LLC in Bluffton, SC and has over 25 years of experience in the finance industry.