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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
James McNally (CRD# 6677878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Clemson, SC and has over 7 years of experience in the finance industry.
Richard Miers (CRD# 6099015) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clemson, SC and has over 11 years of experience in the finance industry.
David Mitchell (CRD# 4504882) is an Investment Advisor Representative working at Edward Jones in Easley, SC and has over 22 years of experience in the finance industry.
Julie Mullikin (CRD# 5098735) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Easley, SC and has over 18 years of experience in the finance industry. Julie Mullikin 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.
Matthew Murphy (CRD# 5042532) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Clemson, SC and has over 18 years of experience in the finance industry.
Bryan Neill (CRD# 5994746) is an Investment Advisor Representative working at Lpl Financial LLC in Easley, SC and has over 12 years of experience in the finance industry.
Jennifer Osgood (CRD# 5236771) is an Investment Advisor Representative working at Wealth Management Advisors, LLC in Anderson, SC and has over 16 years of experience in the finance industry.
John Osley (CRD# 6679202) is an Investment Advisor Representative working at Edward Jones in Hartwell, GA and has over 7 years of experience in the finance industry.
Michael Patterson (CRD# 5695855) is an Investment Advisor Representative working at Avantax Advisory Services in Anderson, SC and has over 14 years of experience in the finance industry.
William Pitts (CRD# 5089968) is an Investment Advisor Representative working at Edward Jones in Anderson, SC and has over 18 years of experience in the finance industry.