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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
John Evans (CRD# 4628062) is an Investment Advisor Representative working at Sageguard Financial Group, LLC in Savannah, GA and has over 21 years of experience in the finance industry. John Evans 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.
Joseph Folis (CRD# 1297095) is an Investment Advisor Representative working at Focus Wealth Advisors LLC in Bluffton, SC and has 1 year of experience in the finance industry.
Edgar Gay (CRD# 4348454) is an Investment Advisor Representative working at First City Capital Management Inc. in Savannah, GA and has 1 year of experience in the finance industry.
Theresa Gernhard (CRD# 3119822) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bluffton, SC and has over 25 years of experience in the finance industry.
Peter Gerry (CRD# 6224587) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 10 years of experience in the finance industry.
Richard Goodwyn (CRD# 1621490) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bluffton, SC and has over 18 years of experience in the finance industry.
Kassidy Griner (CRD# 6318189) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 8 years of experience in the finance industry.
Kaleena Hale (CRD# 5454142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Wentworth, GA and has over 12 years of experience in the finance industry.
James Haley (CRD# 2905149) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 26 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.
G. Harden (CRD# 1244644) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 40 years of experience in the finance industry.