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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
James Bennett (CRD# 2169124) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, SC and has over 32 years of experience in the finance industry.
Geno Berchiatti (CRD# 1927926) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 35 years of experience in the finance industry.
Dedrie Bingham (CRD# 2454591) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Greenville, SC and has over 30 years of experience in the finance industry.
Jeremy Bishop (CRD# 5098729) is an Investment Advisor Representative working at Wells Fargo Advisors in Spartanburg, SC and has over 18 years of experience in the finance industry. Jeremy Bishop 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.
Brian Blackburn (CRD# 4305052) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greenville, SC and has over 23 years of experience in the finance industry.
William Blackford (CRD# 715708) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Spartanburg, SC and has over 43 years of experience in the finance industry.
Mark Blakeman (CRD# 2135591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Asheville, NC and has over 33 years of experience in the finance industry.
Steven Blanton (CRD# 6385795) is an Investment Advisor Representative working at Lpl Financial LLC in Spartanburg, SC and has over 9 years of experience in the finance industry.
Paul Bopp (CRD# 4002997) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 24 years of experience in the finance industry. Paul Bopp 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.
Stephen Borklund (CRD# 3068890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Travelers Rst, SC and has over 23 years of experience in the finance industry.