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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
Benjamin Coakley (CRD# 5118193) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has 1 year of experience in the finance industry. Benjamin Coakley 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 Coakley (CRD# 5623537) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 15 years of experience in the finance industry. Matthew Coakley 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.
Richard Coakley (CRD# 1154814) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Reeve Conover (CRD# 1846776) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 34 years of experience in the finance industry.
Thomas Copeland (CRD# 4387097) is an Investment Advisor Representative working at C2g Capital Management LLC in Summerville, SC and has over 22 years of experience in the finance industry.
Michael Davenport (CRD# 2083707) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 33 years of experience in the finance industry.
David Davis (CRD# 2203618) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Summerville, SC and has over 24 years of experience in the finance industry.
David De Rhodo (CRD# 1245299) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summerville, SC and has over 40 years of experience in the finance industry. David De Rhodo 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 Everett (CRD# 5083704) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 18 years of experience in the finance industry.
Justin Farnsworth (CRD# 5469964) is an Investment Advisor Representative working at First Citizens Investor Services in Summerville, SC and has 9 years of experience in the finance industry.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated...