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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
Scott Bass (CRD# 4294488) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Rincon, GA and has over 23 years of experience in the finance industry. Scott Bass 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.
William Batchelor (CRD# 2490023) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Savannah, GA and has over 29 years of experience in the finance industry.
Daniel Brothers (CRD# 5745999) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 14 years of experience in the finance industry.
Adam Burch (CRD# 3060833) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Savannah, GA and has over 25 years of experience in the finance industry.
Royce Burns (CRD# 1915293) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Savannah, GA and has over 34 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.
Benjamin Capers (CRD# 4704227) is an Investment Advisor Representative working at Gwn Securities Inc. in Ridgeland, SC and has over 18 years of experience in the finance industry.
Robert Carter (CRD# 1295562) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Savannah, GA and has over 39 years of experience in the finance industry.
William Casterlin (CRD# 4071097) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pooler, GA and has over 24 years of experience in the finance industry.
Thomas Catalano (CRD# 6564541) is an Investment Advisor Representative working at Hilton Head Wealth Advisors, LLC in Bluffton, SC and has over 7 years of experience in the finance industry. Thomas Catalano 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.
William Chisholm (CRD# 45949) is an Investment Advisor Representative working at Tidewater Wealth Advisors LLC in Savannah, GA and has over 33 years of experience in the finance industry.