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Financial Advisers in US

South Carolina Financial Advisers Directory

Trustoria includes a professional profile for nearly every Financial Adviser in South Carolina.

Find more Financial Advisers and other Financial brokers near in South Carolina by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

32 results found

John Alvarez Greenville, SC

Professions & Specialties

Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Counselor • Representative • Advisor • Psychologist • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Sr. Processor at Network Funding, LP
Location:
Greenville, South Carolina Area
Industry:
Banking
Work history:
Network Funding, LP Sr. Processorsince Sep 2012Wall Street Capitol, an office of MetLife / MetLife of the Carolinas Financial Services Representative, Investment Adviser RepresentativeMar 2011 - Aug 2012
Languages:
Spanish
Full Profile

C. Carnes Cayce-West Columbia, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Advisor

Experience & Education

Work

Company:
Self employed
Independent insurance agent
Company:
Lpl financial, bartlett financial
Lpl financial adviser

Skills

Microsoft Word, Excell, Power Point, outlook.
Full Profile

Dabney Sharp Sumter, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at UBS
Location:
Sumter, South Carolina Area
Industry:
Servizi finanziari
Work history:
UBS Financial Adviser
Full Profile

Don Meade Charleston, SC

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at ING Financial Partners
Location:
Charleston, South Carolina
Industry:
Financial Services
Work history:
ING Financial Partners Financial Advisersince Apr 2013Edward Jones Financial AdvisorNov 1996 - Mar 2013
Skills:
Strategic Financial Planning, Retirement Planning, Series 7, Retirement, IRAs, Investment Advisory, ...
Full Profile

Brandon Leonard Greenville, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Writer and Editor • Guide • Tour Guide • Apprentice • Cutter • Advocate • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Web Marketer • Marketing Manager • Video Editor • Student Worker

Experience & Education

Position:
Financial Adviser Trainee at Edward Jones
Location:
Greenville, South Carolina Area
Industry:
Newspapers
Work history:
Edward Jones - Woodruff, South CarolinaFinancial Adviser Traineesince May 2013Enveritas Group - Greenville, South Carolina AreaContract writer and editorJan 2013 - Mar 2013
Skills:
Journalism, Editing, Blogging, SEO, Microsoft Office, Layout, HTML, Online Research, Ap Style, Copy ...
Languages:
Spanish
Full Profile

Ray Roberts Mount Pleasant, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Advisor • Independent Contractor • Contractor • Operations Manager

Experience & Education

Position:
CPA at Luciano Roberts & Kent, LLC, Wealth Advisor at Lowcountry Wealth Management, LLC,...
Title:
CPA and Advisor for Entrepreneurs
Location:
Mount Pleasant, South Carolina
Industry:
Accounting
Work history:
Luciano Roberts & Kent, LLC - 1037 Chuck Dawley Blvd, Suite G201, Mt. Pleasant, SC 29464CPAsince Nov 1996Lowcountry Wealth Management, LLC - 1037 Chuck Dawley Blvd, Suite G201, Mt. Pleasant, SC 29464Wealth Advisorsince 2008
Full Profile

Joshua Rose Columbia, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bartender

Experience & Education

Work

Company:
Halliday financial group - Albany, NY
Financial adviser pre
Company:
I-go-inn restaurant and bar - Broadalbin, NY
Bartender, waiter

Skills

Skills and licenses Series 6 Investment company products/ variable contracts representative...
Full Profile

Eric Lindsey Mount Pleasant, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Operations Manager

Experience & Education

Work

Company:
Edward jones - Charleston, SC
Financial adviser
Company:
Mo usa - Maryland Heights, MO
Home office associate from maryland heights
Full Profile

Jan Fredman Greenville, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial adviser at UBS
Location:
Greenville, South Carolina Area
Industry:
Financial Services
Work history:
UBS Financial adviser
Full Profile

Jamie Salazar Charleston, SC

Professions & Specialties

Financial Services Professional • Retail Investment Officer • Financial Consultant • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist

Experience & Education

Position:
Retail investment officer at National City bank
Title:
Financial Services Professional
Location:
Charleston, South Carolina Area
Work history:
National City bank Retail investment officersince 2005National city Financial advisor2005 - 2009
Full Profile

Tina Hediger Greenville, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Vice President

Experience & Education

Work

Company:
Edward jones investments
Financial adviser
Company:
Solutionsource, llc - Osage Beach, MO
Owner
Full Profile

Tommy Clarke Charleston, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser Assistant at Smith Barney
Location:
Charleston, South Carolina Area
Industry:
Financial Services
Work history:
Smith Barney Financial Adviser Assistant
Full Profile

David Harrelson Mount Pleasant, SC

Professions & Specialties

Financial Adviser • Mortgage Loan Officer • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers

Experience & Education

Work

Company:
Ing financial partners
Financial adviser
Company:
First national bank of the south - Charleston, SC
Mortgage loan officer
Full Profile

Fred Sellers Columbia, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
FINANCIAL ADVISER at EDWARD JONES
Location:
Columbia, South Carolina Area
Industry:
Financial Services
Work history:
EDWARD JONES FINANCIAL ADVISER
Full Profile

Frederick Sellers Columbia, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
FINANCIAL ADVISER at EDWARD JONES
Location:
Columbia, South Carolina Area
Industry:
Financial Services
Full Profile

David Harrelson Charleston, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at ING Financial Partners
Location:
Charleston, South Carolina Area
Industry:
Financial Services
Full Profile

Trevor Gordon Greenville, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Co-Founder • Chairperson • Dealer Manager • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Partner • Investor • Planner • Bachelor of Business Administration • Master of Business Administration • Master of Science • Property Manager • Real Estate Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Founder and Chief Executive Officer at SANDLAPPER Securities, LLC (Member FINRA/SIPC), Founder and...
Title:
Founder and Chief Executive Officer at Sandlapper Group of Companies
Location:
Greenville, South Carolina Area
Industry:
Financial Services
Work history:
SANDLAPPER Securities, LLC (Member FINRA/SIPC) - Greenville, SCFounder and Chief Executive Officersince Jun 2005Sandlapper Wealth Management, LLC - Greenville, SCFounder and Chief Executive Officersince Aug 2012
Skills:
Alternative Investments, Portfolio Management, Brokers, Wholesale, Asset Managment, Mutual Funds,...
Full Profile

Spencer Hill Kingstree, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Capital Markets Professional • Chairperson • Director • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • HR Manager • Business Intelligence Professional • Investor • Tour Guide • Business Consultant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Programmer • Programmer • Bachelor of Science

Experience & Education

Position:
Managing Director at University Retirement Specialists, President at Hill Asset Management,...
Title:
President at Hill Asset Management/Managing Director at University Retirement Specialists
Location:
Kingstree, South Carolina
Industry:
Investment Management
Work history:
University Retirement Specialists - Raleigh-Durham, North Carolina Area Kingstree, SCManaging Directorsince Jun 2009Hill Asset Management Presidentsince Jan 1994
Financial Adviser at Wheat First Securities
Full Profile

Tyler Gibbons Charleston, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Builder • Construction Specialist • Construction Laborer • Sales Manager • Sales Director • Security • Construction • Supporting Member • Team Member • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Accountant at Riser, McLaurin & Gibbons,LLP CPAs, Study in Accountancy at College of Charleston
Location:
Charleston, South Carolina Area
Industry:
Accounting
Work history:
Riser, McLaurin & Gibbons,LLP CPAs Accountantsince Aug 2009College of Charleston Study in Accountancysince May 2009
Skills:
Efficient in Lacerte, QuickBooks, PeachTree, RIA & CCH Tax Research Applications
Financial Adviser at Prudential Financial
Full Profile

Bruce Stillwagon Greenville, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Appraiser • Estimator • Financial Analyst • Construction • Operations Manager • Real Estate Sales Agent • Business Administrator

Experience & Education

Position:
President at Parliament Realty Advisors, Member at Maranatha, LLC
Title:
Member at Maranatha, LLC
Location:
Greenville, South Carolina Area
Industry:
Real Estate
Work history:
Parliament Realty Advisors Presidentsince May 1999Maranatha, LLC Membersince May 1999
..services were performed as a financial adviser to the managing general partner..
Full Profile

Ken Every-andrews Summerville, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pilot • Air Transportation Worker • Agent • Sales Representative • Chef • Food Preparer • Food Preparation Worker • Bachelor of Science • Operations Manager • Chief Executive

Experience & Education

Position:
Registered Representative at Allstate Financial
Location:
Summerville, South Carolina
Industry:
Financial Services
Work history:
Allstate Financial - SummervilleRegistered Representativesince May 2011Summerville Chamber of Commerce - SummervilleChamber member2009 - Aug 2011
Financial adviser at Carolina Capital Management
Full Profile

Gregory S Columbia, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Columbia, South Carolina Area
Industry:
Investment Management
Financial Adviser at AXA
Full Profile

Natalie Love Charleston, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Advocate • Jurist • Legal Counsel • Administrative Clerk • Clerical Specialist

Experience & Education

Title:
Customer Account Executive
Location:
Charleston, South Carolina Area
Industry:
Telecommunications
Financial Adviser
Full Profile

K Gibbons Charleston, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Accountant • Builder • Construction Specialist • Construction Laborer • Sales Manager • Sales Director

Experience & Education

Title:
Accountant - Riser, McLaurin & Gibbons, LLP, CPAs / Student - College of Charleston
Location:
Charleston, South Carolina Area
Industry:
Accounting
Full Profile

Matthew Pontius Charleston, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pilot • Air Transportation Worker

Experience & Education

Title:
at Charleston Financial Strategies
Location:
Charleston, South Carolina Area
Industry:
Financial Services
Financial Adviser at Carolina Capital Management
Full Profile

Kenneth Every Charleston, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Air Transportation Worker

Experience & Education

Title:
Financial Advisor at Carolina Capital Management
Location:
Charleston, South Carolina Area
Industry:
Financial Services
Financial adviser at Carolina Capital Management
Full Profile

Ken Every Charleston, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Air Transportation Worker

Experience & Education

Title:
Financial Advisor at Carolina Capital Management
Location:
Charleston, South Carolina Area
Industry:
Financial Services
Financial adviser at Carolina Capital Management
Full Profile

Trent Lancaster Greenville, SC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Accredited Wealth Management Advisor at Janney Montgomery Scott
Location:
Greenville, South Carolina Area
Industry:
Financial Services
Financial Adviser at UBS Financial Services
Full Profile

C. Boucher Anderson, SC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Bachelor of Arts

Experience & Education

Work

Company:
Bouchercapitalmanagement
Company:
Gunter investment group - Anderson, SC

Skills

customer service, financial planning,bank product sales through Everbank, mortgage origination
Full Profile

Matt Kimbrough Miami, FL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Recruitment • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Software Developers

Experience & Education

Position:
Health Consultant/New Product Developments at Self-Employed (Self-employed)
Title:
Independent Health Consultant/New Product Development
Location:
Miami/Fort Lauderdale Area
Industry:
Hospital & Health Care
Work history:
Self-Employed - Southeastern RegionHealth Consultant/New Product Developmentssince Mar 2013WFG Investments, Inc. - Baltimore, Maryland AreaFinancial Adviser2011 - 2012
Full Profile

Chris Tate Augusta, GA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Auditor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Manager • Business Administrator • Managers • Instructor • Pedagogue • Mathematics • Mathematician • Operations Manager

Experience & Education

Position:
Accountant/Auditor at Office of the Chapter 13 Trustee
Location:
Augusta, Georgia Area
Industry:
Accounting
Work history:
Office of the Chapter 13 Trustee - Augusta, Georgia AreaAccountant/Auditorsince Oct 2012Shaw Group Inc - Aiken, SCProject AccountantAug 2010 - Dec 2012
Skills:
Corporate Communications, Microsoft Office, Mathematical Analysis, Accounting, Team Motivator,...
Full Profile

Mark Ancerewicz Charlotte, NC

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Sailing Instructor • Self-Enrichment Education Teacher • Captain • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Advisor

Experience & Education

Position:
Sailing Instructor / Charter Captain at Charleston Sailing School, Sailing Instructor / Charter...
Title:
Sailing Instructor / Charter Captain at Charleston Sailing School
Location:
Charlotte, North Carolina Area
Industry:
Renewables & Environment
Work history:
Charleston Sailing School - Charleston, SCSailing Instructor / Charter Captainsince Mar 2012Charleston Sailing School Sailing Instructor / Charter Captainsince Mar 2012
Full Profile