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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
Erik Lauricella (CRD# 7080884) is an Investment Advisor Representative working at Morgan Stanley in Charleston, SC and has 1 year of experience in the finance industry.
Rhett Lindler (CRD# 7659931) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has 1 year of experience in the finance industry.
Lindsay Loignon (CRD# 5859025) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Charleston, SC and has over 12 years of experience in the finance industry.
Nathan Lowther (CRD# 4159045) is an Investment Advisor Representative working at Edward Jones in Charleston, SC and has over 24 years of experience in the finance industry.
Cameron Mactavish (CRD# 6637645) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charleston, SC and has over 7 years of experience in the finance industry.
David Maningding (CRD# 7661663) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, SC and has 1 year of experience in the finance industry.
Robert Marion (CRD# 6834141) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charleston, SC and has over 6 years of experience in the finance industry.
Kirk Matenaer (CRD# 7835652) is an Investment Advisor Representative working at Capasso Planning Partners LLC in Charleston, SC and has 1 year of experience in the finance industry. Kirk Matenaer 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.
Ryan Matney (CRD# 6763692) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Charleston, SC and has over 7 years of experience in the finance industry.
Aimar McQueeney (CRD# 7788082) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Charleston, SC and has over 2 years of experience in the finance industry.