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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
Michael Drake (CRD# 1201321) is an Investment Advisor Representative working at Yon Drake & Associates Inc. in Columbia, SC and has over 40 years of experience in the finance industry.
Josip Dunat (CRD# 6588800) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lexington, SC and has over 8 years of experience in the finance industry. Josip Dunat 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.
Beverley Dunlap (CRD# 2128810) is an Investment Advisor Representative working at Stephens in Columbia, SC and has over 33 years of experience in the finance industry.
Greg Dunston (CRD# 6414740) is an Investment Advisor Representative working at Anchor Investment Management in Columbia, SC and has over 9 years of experience in the finance industry.
Lorena Edwards (CRD# 4314212) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irmo, SC and has over 23 years of experience in the finance industry.
Calvin Elam (CRD# 2165216) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, SC and has over 32 years of experience in the finance industry.
Keith Epps (CRD# 2714429) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Columbia, SC and has over 28 years of experience in the finance industry.
Billy Estes (CRD# 4814625) is an Investment Advisor Representative working at &partners in Columbia, SC and has over 19 years of experience in the finance industry.
Charles Estes (CRD# 4803900) is an Investment Advisor Representative working at Better Things Financial Partners LLC in Lexington, SC and has over 19 years of experience in the finance industry.
Jonathan Evans (CRD# 4228617) is an Investment Advisor Representative working at H I Management Services Inc. in Columbia, SC and has over 11 years of experience in the finance industry.