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Distance Only Summerville, SC
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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
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.
Randy Myers (CRD# 4264885) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 23 years of experience in the finance industry.
David Plaisance (CRD# 2764306) is an Investment Advisor Representative working at Waypoint Strategic Advisors in Summerville, SC and has over 27 years of experience in the finance industry.
Jerry Runion (CRD# 3048297) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 25 years of experience in the finance industry.
John Salley (CRD# 870106) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Summerville, SC and has over 40 years of experience in the finance industry.
Heather Shaw (CRD# 3042916) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 13 years of experience in the finance industry.
Sherry Sheppard (CRD# 6118335) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Summerville, SC and has over 11 years of experience in the finance industry.
Robert Swindle (CRD# 6111339) is an Investment Advisor Representative working at Park Avenue Securities LLC in Summerville, SC and has over 11 years of experience in the finance industry.
David Thompson (CRD# 5352211) is an Investment Advisor Representative working at First Command Advisory Services in Summerville, SC and has over 16 years of experience in the finance industry. David Thompson 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.
Will Thompson (CRD# 6844226) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 6 years of experience in the finance industry.