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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
Christopher Daniels (CRD# 6842029) is an Investment Advisor Representative working at Axio Consulting Group in West Columbia, SC and has over 6 years of experience in the finance industry.
James David (CRD# 4315920) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Lexington, SC and has over 23 years of experience in the finance industry.
Adam Davis (CRD# 4297181) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 23 years of experience in the finance industry. Adam Davis 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.
Barbara Davis (CRD# 1045323) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 42 years of experience in the finance industry. Barbara Davis 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.
Paul Davis (CRD# 6431838) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 9 years of experience in the finance industry.
Jared Davison (CRD# 5621895) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 13 years of experience in the finance industry.
John Dawalt (CRD# 4292453) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 23 years of experience in the finance industry.
Richard Dearinger (CRD# 6442682) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 9 years of experience in the finance industry.
Willis Deaton (CRD# 1247690) is an Investment Advisor Representative working at Good Life Advisors, LLC in Columbia, SC and has over 40 years of experience in the finance industry.
Gary Deese, Cltc (CRD# 4165033) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Lexington, SC and has over 21 years of experience in the finance industry.