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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
Thomas Hussey (CRD# 1100307) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Savannah, GA and has over 41 years of experience in the finance industry.
Jeffrey Iannone (CRD# 4408978) is an Investment Advisor Representative working at Ables, Iannone, Moore & Associates, Inc. in Savannah, GA and has over 22 years of experience in the finance industry.
Walter Ickert (CRD# 254588) is an Investment Advisor Representative working at Independent Financial Partners in Ridgeland, SC and has over 40 years of experience in the finance industry.
Thomas Inglesby (CRD# 254963) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Savannah, GA and has over 30 years of experience in the finance industry.
David Jacoby (CRD# 6315741) is an Investment Advisor Representative working at Remote Financial Planner, LLC in Savannah, GA and has over 9 years of experience in the finance industry. David Jacoby 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.
Palmer Jones (CRD# 1016275) is an Investment Advisor Representative working at Palmer Jones & Associates, Inc. in Bluffton, SC and has 1 year of experience in the finance industry. Palmer Jones 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.
Diane Kulp (CRD# 2545243) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Savannah, GA and has over 23 years of experience in the finance industry.
Christopher Lane (CRD# 5447668) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Savannah, GA and has over 15 years of experience in the finance industry. Christopher Lane 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.
Peter Lawler (CRD# 1131068) is an Investment Advisor Representative working at Grey Street Capital, LLC in Bluffton, SC and has over 23 years of experience in the finance industry.
Sissy Levy (CRD# 1244244) 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.