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
Stephen Borklund (CRD# 3068890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Travelers Rest, SC and has over 16 years of experience in the finance industry.
Edgar Pouch (CRD# 1197191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Travelers Rest, SC and has over 33 years of experience in the finance industry.
Gregory A Wales (CRD# 4201577) is an Investment Advisor Representative and Registered Representative working at Keowee Financial Group in Clemson, SC and has over 15 years of experience in the finance industry.
Greg is a Partner at Keowee Financial Group, offering a broad spectrum of Financial Services. As a full service financial adviser, offering Wealth Management, Retirement Planning, College Savings and Planning, Life Insurance, Disability Insurance, Long Term Care, Wealth Transfer and Legacy Planning, Brokerage and Investment Services. Servicing Clients in SC, NC, and GA.