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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
Lincoln Geltz (CRD# 1528460) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Salem, SC and has over 37 years of experience in the finance industry.
John Glover (CRD# 6659461) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Hendersonville, NC and has over 7 years of experience in the finance industry.
David Grant (CRD# 3188155) is an Investment Advisor Representative working at Edward Jones in Pickens, SC and has over 25 years of experience in the finance industry.
Sarah Gray (CRD# 4345891) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Clemson, SC and has over 23 years of experience in the finance industry.
Jon Green (CRD# 1270148) is an Investment Advisor Representative working at Encompass Advisors, Ltd. in Brevard, NC and has over 24 years of experience in the finance industry. Jon Green 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.
David Grice (CRD# 1736910) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hendersonville, NC and has over 36 years of experience in the finance industry.
Brandon Harbrecht (CRD# 6834417) is an Investment Advisor Representative working at Edward Jones in Liberty, SC and has over 6 years of experience in the finance industry.
Ryan Harman (CRD# 2437387) is an Investment Advisor Representative working at Edward Jones in Hendersonville, NC and has over 25 years of experience in the finance industry.
Walter Hart (CRD# 4614013) is an Investment Advisor Representative working at Credit Union Investment Services in Brevard, NC and has over 10 years of experience in the finance industry.
Bill Harwood, Cfp (CRD# 3171926) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Salem, SC and has over 25 years of experience in the finance industry.