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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
Andrew Black (CRD# 4291523) is an Investment Advisor Representative working at Primerica Advisors in Ridgeland, SC and has over 4 years of experience in the finance industry.
Trisha Boyett (CRD# 7325093) is an Investment Advisor Representative working at Edward Jones in Port Wentworth, GA and has over 3 years of experience in the finance industry.
Chloe Clark (CRD# 7519851) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has 1 year of experience in the finance industry.
Teri Deike (CRD# 7407748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Savannah, GA and has over 2 years of experience in the finance industry.
Kyle Dwyer (CRD# 7154060) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Savannah, GA and has 1 year of experience in the finance industry. Kyle Dwyer 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.
Robert Fears (CRD# 6655533) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has over 4 years of experience in the finance industry.
William Ford (CRD# 2168179) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 32 years of experience in the finance industry. William Ford 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.
Beth Gibson (CRD# 6950857) is an Investment Advisor Representative working at Lincoln Investment in Savannah, GA and has over 5 years of experience in the finance industry. Beth Gibson 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.
Rachel Griffin (CRD# 7501116) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has 1 year of experience in the finance industry.
Timothy Griffis (CRD# 4796503) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 19 years of experience in the finance industry.