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Distance Only Rock Hill, SC
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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
Marsha Lephew (CRD# 4900859) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Rock Hill, SC and has over 24 years of experience in the finance industry. Marsha Lephew 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.
Lemuel Mitchum (CRD# 5268236) is an Investment Advisor Representative working at Burkett Financial Services, LLC in Rock Hill, SC and has over 24 years of experience in the finance industry.
Carlisle Moore Iii (CRD# 4328599) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rock Hill, SC and has over 23 years of experience in the finance industry.
James Norris (CRD# 4028927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rock Hill, SC and has over 20 years of experience in the finance industry.
Gerald Owens (CRD# 5860576) is an Investment Advisor Representative working at Lpl Financial LLC in Rock Hill, SC and has over 13 years of experience in the finance industry.
James Paolone (CRD# 4429232) is an Investment Advisor Representative working at Edward Jones in Rock Hill, SC and has over 22 years of experience in the finance industry.
Donald Paroda (CRD# 2905728) is an Investment Advisor Representative working at Lpl Financial LLC in Rock Hill, SC and has over 25 years of experience in the finance industry.
Paul Patterson (CRD# 357963) is an Investment Advisor Representative working at First Advisors National, LLC in Rock Hill, SC and has over 42 years of experience in the finance industry.
Michael Penn (CRD# 6158963) is an Investment Advisor Representative working at Edward Jones in Rock Hill, SC and has over 9 years of experience in the finance industry.
Erica Platt (CRD# 6666863) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rock Hill, SC and has over 7 years of experience in the finance industry.