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Gordon C

Series 63, Series 65

Bluffton, SC

Raymond James & Associates

Gordon Crenshaw II is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc for a combined 11 years. He also serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, providing financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Chad J

Series 63, Series 66

Bluffton, SC

Raymond James & Associates

Chad Johnson is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior experience includes six years at Morgan Stanley and multiple roles at E*TRADE and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles and is notable for providing municipal advisory services alongside investment management.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rebecca H

Series 66

Bluffton, SC

Raymond James & Associates

Rebecca Hickman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James since 2019, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipalities, offering a range of financial planning and investment consulting services with generally non-discretionary client relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Vincent B

Series 63, Series 65

Bluffton, SC

Raymond James & Associates

Vincent Becker Jr. is a financial advisor with Raymond James & Associates in Bluffton, SC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William F

CFP®, Series 63, Series 66

Bluffton, SC

Raymond James & Associates

William Foggo is a CFP® professional with 27 years of industry experience, currently serving with Raymond James & Associates since 2006. He previously worked at A. G. Edwards & Sons, Inc. from 2002 to 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dana B

Series 63

Bluffton, SC

Raymond James & Associates

Dana Bottenhagen is a financial advisor with Raymond James & Associates, holding a Series 63 designation and with 32 years of industry experience. Their career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining Raymond James in 2025. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey H

Series 63, Series 65

Bluffton, SC

Raymond James & Associates

Jeffrey Hull Jr. is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tyler B

Series 66

Bluffton, SC

Raymond James & Associates

Tyler Bottenhagen is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James in 2025, he worked at SpotHopper, Cardinal Financial, and Mr. Cooper. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey H

Series 63, Series 65

Bluffton, SC

Raymond James & Associates

Jeffrey Hull is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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