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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 Switzer (CRD# 2083668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Spartanburg, SC and has over 33 years of experience in the finance industry.
David Taylor (CRD# 3238186) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 24 years of experience in the finance industry. David Taylor 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.
Joseph Towson (CRD# 845932) is an Investment Advisor Representative working at Mtm Investment Management, LLC in Spartanburg, SC and has over 43 years of experience in the finance industry.
Jonathan Trbovich (CRD# 2996964) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Spartanburg, SC and has over 25 years of experience in the finance industry.
John Wilson Ii (CRD# 5974073) is an Investment Advisor Representative working at Edward Jones in York, SC and has over 12 years of experience in the finance industry.
Robert Winkler (CRD# 4230836) is an Investment Advisor Representative working at Edward Jones in York, SC and has over 23 years of experience in the finance industry.
Dena Wofford (CRD# 5342630) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Spartanburg, SC and has over 16 years of experience in the finance industry.
Barry Wynn (CRD# 473736) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 34 years of experience in the finance industry.
Camp Wynn (CRD# 3118195) is an Investment Advisor Representative working at Colonial Trust Advisors, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Ryan Arrowsmith (CRD# 7191487) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spartanburg, SC and has over 4 years of experience in the finance industry.