Distance Metro area (25 miles)
- 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
David Johnson (CRD# 6489794) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Taylors, SC and has over 2 years of experience in the finance industry.
Derek Hawk (CRD# 5493801) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Spartanburg, SC and has over 7 years of experience in the finance industry. Derek Hawk 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 putclients' interests first and comply with the Financial Planning Practice Standards.
My mission is to help folks make the right kind of plan.
Jerome Long (CRD# 6378874) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spartanburg, SC and has over 11 years of experience in the finance industry. Jeremy is a graduate of Leadership Spartanburg.
I offer my clients a single point of contact when seeking guidance for their financial affairs including: Retirement Planning, Investment Advice, Banking, Mortgage Origination and Servicing, Retirement Plans, Lending, Insurance including Medicare, Estate and Tax Planning, and Social Security Advice.
Since joining the industry 11 years...