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Distance Only Columbia, SC
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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
Donna Able (CRD# 2105773) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Columbia, SC and has over 20 years of experience in the finance industry.
William Addison (CRD# 6152328) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Columbia, SC and has over 11 years of experience in the finance industry.
James Agostini (CRD# 2596320) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has over 29 years of experience in the finance industry. James Agostini 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.
Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 20 years of experience in the finance industry.
Karen Alessi (CRD# 1794316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 36 years of experience in the finance industry.
Maria Alexander (CRD# 4456276) is an Investment Advisor Representative working at Stephens in Columbia, SC and has over 10 years of experience in the finance industry.
Sarah Allen (CRD# 6754555) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Columbia, SC and has over 6 years of experience in the finance industry.
Walter Allen (CRD# 3133173) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, SC and has over 25 years of experience in the finance industry.
David Allison (CRD# 4442492) is an Investment Advisor Representative working at Allison Investment Management, LLC in Columbia, SC and has over 22 years of experience in the finance industry.
Savannah Amick (CRD# 6233296) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, SC and has over 8 years of experience in the finance industry.