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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
Amy Bowman (CRD# 3016626) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Beaufort, SC and has over 23 years of experience in the finance industry.
Jonathan Boyd (CRD# 5969685) is an Investment Advisor Representative working at Tidal Creek Capital Advisors in Bluffton, SC and has over 12 years of experience in the finance industry.
Jeffrey Bradley (CRD# 737002) is an Investment Advisor Representative working at Edward Jones in Hilton Head Island, SC and has over 42 years of experience in the finance industry.
William Brady (CRD# 2442997) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Hilton Head Island, SC and has over 30 years of experience in the finance industry. William Brady 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.
John Brighton (CRD# 4288645) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hilton Head Island, SC and has over 23 years of experience in the finance industry.
Patrick Brooks (CRD# 2141765) is an Investment Advisor Representative working at Lpl Financial LLC in Savannah, GA and has over 27 years of experience in the finance industry. Patrick Brooks 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.
Daniel Brothers (CRD# 5745999) is an Investment Advisor Representative working at Edward Jones in Bluffton, SC and has over 14 years of experience in the finance industry.
Michael Brotsky (CRD# 2454221) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bluffton, SC and has over 30 years of experience in the finance industry.
Harriet Bruce (CRD# 6075866) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Beaufort, SC and has over 10 years of experience in the finance industry.
Nicholas Buchanan (CRD# 5282401) is an Investment Advisor Representative working at Lpl Financial LLC in Savannah, GA and has over 10 years of experience in the finance industry.