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15 advisors near 29936
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Alex M
Series 63, Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Alex Meintel is a financial advisor at Dividend Assets Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs and Renaissance Macro Securities. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.
William F
CFP®, Series 63
Ridgeland, SC
Dividend Assets Capital, LLC
William Ford is a CFP® with 27 years of industry experience, currently serving as an advisor at Dividend Assets Capital, LLC since 2019. His prior roles include positions at SQN Securities, LLC and American Century Investment Services, Inc. He is a non-voting limited partner in a non-investment related business consulting firm operated by his spouse. Dividend Assets Capital, LLC advises individual and institutional clients, focusing on discretionary portfolio management and financial planning. The firm emphasizes dividend-paying equities and midstream energy MLPs, offering customized model portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.
Emily H
Series 66
Ridgeland, SC
Dividend Assets Capital, LLC
Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.
Marc S
CFA®, Series 63, Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.
Donald H
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.
Robert D
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.
Joseph K
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Joseph Kilian is a financial advisor at Dividend Assets Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Dividend Assets Capital in 2025, he worked at Benefit Focus from 2015 to 2024. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and serves as sub-adviser to the DAC 3D Dividend Growth ETF.
Walter I
Series 63, Series 65
Ridgeland, SC
Independent Financial partners
Walter Ickert is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes tenures at LPL Financial and long-standing roles with Northwestern National Life Insurance Company and Midland Mutual. He also operates a business offering a range of insurance products, including fixed and variable annuities, life insurance, and health-related coverages. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a network of over 260 advisors. The firm supports a decentralized advisory model with specialized retirement-plan consulting and trustee services.
Benjamin C
Series 66
Ridgeland, SC
GWN Securities Inc.
Benjamin Capers is a financial advisor with GWN Securities Inc. in Ridgeland, SC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining GWN Securities in 2016. Outside of his advisory role, Capers is the owner and manager of Paint United and has served as a pastor. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include traditional asset allocation as well as legacy market-timing and momentum-based strategies.
Sage H
Series 65
Ridgeland, SC
Ameritas Advisory Services, LLC
Sage Harosia Calaci is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 credential and two years of industry experience. Prior to her current roles at Ameritas and Sage Financial Planning, she worked in various positions including at Wegmans Food Markets and GLK Foods. Outside of advisory work, she is involved in business exit planning and consulting through Sage Financial Planning. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Christine Q
Series 63, Series 66
Ridgeland, SC
Morgan Stanley
Christine Quinn is a financial advisor with Morgan Stanley in Ridgeland, South Carolina, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory work, she owns and operates a private nutrition counseling business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support client strategies.
Jennifer N
Series 63, Series 66
Okatie, SC
Wells Fargo Advisors
Jennifer Napple is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors in various roles since 2013 and is a 50% owner of Sea Island Cotton Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored client recommendations.
Armin W
Series 66
Beaufort, SC
Edward Jones
Armin Wahl is a financial advisor at Edward Jones in Beaufort, SC, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, Wahl is involved in making custom fishing rigs for local tackle shops through a small business in Bluffton, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Anthony N
Series 63, Series 65
Okatie, SC
Wells Fargo Advisors
Anthony Napple is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Outside of his advisory role, he is a 50% owner of Sea Island Cotton Advisors LLC, an investment advisory firm he co-owns with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, with services that include retirement, education, risk management, and specialty planning areas.
Kamila M
Series 66
Ridgeland, SC
Edward Jones
Kamila Mc Donald is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked previously at First Command Brokerage Services, Alida Hotel, and in other roles including at Belfords Seafood and Steaks. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors.
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15 advisors near 29936
Out of 400,000+ nationwide