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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
Clifford Mewborne (CRD# 6911280) is an Investment Advisor Representative working at First Command Advisory Services in Columbia, SC and has over 5 years of experience in the finance industry.
Paul Moffett (CRD# 1292325) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, SC and has over 39 years of experience in the finance industry.
John Monroe (CRD# 2145151) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Columbia, SC and has over 32 years of experience in the finance industry.
Julia Monroe (CRD# 4592993) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Columbia, SC and has over 21 years of experience in the finance industry. Julia Monroe 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.
Gregg Newman (CRD# 2099842) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, SC and has over 33 years of experience in the finance industry.
Richard Newsome (CRD# 5269667) is an Investment Advisor Representative working at William B. Walkup & Associates, Inc. in Columbia, SC and has over 17 years of experience in the finance industry. Richard Newsome 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.
Michael Norris (CRD# 2966819) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Columbia, SC and has over 26 years of experience in the finance industry.
Michael O'shaughnessey (CRD# 6018682) is an Investment Advisor Representative working at Mml Investors Services, LLC in Chapin, SC and has over 11 years of experience in the finance industry.
Michael Oana (CRD# 2405535) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, SC and has over 29 years of experience in the finance industry.
William Ogburn (CRD# 351347) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, SC and has over 40 years of experience in the finance industry.