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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
Edward Flannery (CRD# 6189609) is an Investment Advisor Representative working at Lpl Financial LLC in Summerville, SC and has over 9 years of experience in the finance industry.
Shawn Gaffin (CRD# 5048729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Summerville, SC and has over 18 years of experience in the finance industry.
Patrick Gunther (CRD# 1573122) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerville, SC and has over 30 years of experience in the finance industry.
Stephanie Harvey (CRD# 6591038) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Summerville, SC and has over 8 years of experience in the finance industry.
Julie Hucks (CRD# 4441871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Summerville, SC and has over 22 years of experience in the finance industry.
Thomas Johnson (CRD# 5264036) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 13 years of experience in the finance industry.
Jerry Koebel (CRD# 2308544) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 30 years of experience in the finance industry. Jerry Koebel 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 Lankford (CRD# 6911219) is an Investment Advisor Representative working at First Command Advisory Services in Summerville, SC and has over 5 years of experience in the finance industry.
Christopher Mise (CRD# 5786421) is an Investment Advisor Representative working at Generouswealth, LLC in Summerville, SC and has over 13 years of experience in the finance industry.
Travis Moore (CRD# 4863008) is an Investment Advisor Representative working at Intervest International, Inc. in Summerville, SC and has over 19 years of experience in the finance industry. Travis Moore 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.