-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Carolyn Lumley (CRD# 2690228) is an Investment Advisor Representative working at A To Z Asset Advisors, LLC in Aiken, SC and has over 28 years of experience in the finance industry. Carolyn Lumley 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.
Martin Lunn (CRD# 6380672) is an Investment Advisor Representative working at Wilson David Investment Advisors in Aiken, SC and has over 10 years of experience in the finance industry.
Karl Lutterloh (CRD# 6139503) is an Investment Advisor Representative working at Lpl Financial LLC in Aiken, SC and has over 11 years of experience in the finance industry.
Gerry Owen (CRD# 6747843) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Aiken, SC and has over 6 years of experience in the finance industry.
Russell Padgett (CRD# 5404103) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Aiken, SC and has over 16 years of experience in the finance industry.
William Paschal (CRD# 2327724) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Aiken, SC and has over 30 years of experience in the finance industry. William Paschal 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.
James Richardson (CRD# 2428211) is an Investment Advisor Representative working at Next Financial Group, Inc. in Barnwell, SC and has over 30 years of experience in the finance industry.
Bonnie Roberts (CRD# 4350061) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Aiken, SC and has over 22 years of experience in the finance industry.
Peter Sampson (CRD# 727063) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Aiken, SC and has over 42 years of experience in the finance industry.
Justin Sheik (CRD# 5955429) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Batesburg, SC and has over 12 years of experience in the finance industry.