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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
Jeremy Herren (CRD# 6311002) is an Investment Advisor Representative working at Edward Jones in Springfield, GA and has over 3 years of experience in the finance industry.
Mark Allen (CRD# 2410852) is an Investment Advisor Representative working at Minis & Company in Savannah, GA and has over 18 years of experience in the finance industry. Mark Allen 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.
Royce Burns (CRD# 1915293) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Savannah, GA and has over 28 years of experience in the finance industry. Royce Burns 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 Colvin (CRD# 4983141) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Savannah, GA and has over 10 years of experience in the finance industry. Matthew Colvin 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.
Samuel Crossley (CRD# 4435161) is an Investment Advisor Representative working at Lpl Financial LLC in Savannah, GA and has over 16 years of experience in the finance industry.
Jere Estes (CRD# 856535) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 25 years of experience in the finance industry.
Keith Gasner (CRD# 1843503) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Bluffton, SC and has over 29 years of experience in the finance industry. Keith Gasner 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.
Kimberly Good (CRD# 1858207) is an Investment Advisor Representative working at Kcg Investment Advisory Services LLC in Savannah, GA and has over 29 years of experience in the finance industry. Kimberly Good 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 Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 20 years of experience in the finance industry. James Haley 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.
Samuel Hubbard (CRD# 4202323) is an Investment Advisor Representative working at Coastal Capital Management, LLC in Savannah, GA and has over 17 years of experience in the finance industry.