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Philip A
Series 66
Greenville, SC
Raymond James & Associates
Philip Artmann is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.
Brian F
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Brian Flemmer is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Raymond James & Associates in various capacities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
James H
CFP®, Series 66
Greenville, SC
Raymond James & Associates
James Haltiwanger Jr. is a CFP®-designated financial advisor with Raymond James & Associates in Greenville, SC, where he has 13 years of industry experience. He has served at Raymond James & Associates since 2013. Outside of his advisory role, he volunteers as Treasurer on the advisory board of the Phillis Wheatley Community Center, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various advisory programs and affiliated research.
Lawson B
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Lawson Ballard Jr. is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, charitable organizations, and public entities. The firm offers a range of financial planning and consulting services, employing a variety of portfolio management styles and supporting municipal advisory services alongside market-making and execution roles in municipal and government bonds.
Gregory S
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Gregory Sieber is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Sieber is also a minority investor in Arcpoint Labs, a private investment based in Greenville, SC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of financial planning and consulting services, offering multiple portfolio management styles supported by firm research and affiliated sub-advisers.
Bethany H
Series 66
Greenville, SC
Raymond James & Associates
Bethany Hermelin is a financial advisor with Raymond James & Associates in Greenville, SC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Equitable Advisors, as well as work with the Greenville Humane Society. 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.
Zachary S
Series 66, Series 63
Greenville, SC
Raymond James & Associates
Zachary Schoen is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Raymond James, he worked with Human Potential Advisors and has been involved in various roles including activities at Resurrection Presbyterian Church and the Haviland Tennis Academy. Outside of his advisory work, he is an artist who paints and sells acrylic artwork. 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 a variety of advisory services with a focus on tailored financial planning and consulting, supported by a wide range of portfolio management styles and affiliated research.
Daniel B
Series 66
Greenville, SC
Raymond James & Associates
Daniel Burrell is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. His background includes a role at Tel Aviv University and service in the United States Marine Corps since 2016. 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, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
James M
Series 66
Greenville, SC
Raymond James & Associates
James Mcnally is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a private landlord. 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Lawson B
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Lawson Ballard III is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including four years working with Greenville County School District prior to joining Raymond James in 2018. 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 with tailored financial planning and investment consulting services, emphasizing non-discretionary relationships and a range of portfolio management styles.
Nathan T
Series 66
Greenville, SC
Raymond James & Associates
Nathan Taylor is a Series 66-licensed financial advisor with Raymond James & Associates, based in Greenville, SC. He has four years of industry experience, including previous roles at the State of South Carolina Department of Administration and First Horizon Bank. 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 municipal entities, offering financial planning and consulting services with a variety of investment approaches.
Craigen S
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Craigen Schoen is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has worked at Raymond James since 2013, following six years at Morgan Keegan & Company, LLC and 15 years at Citigroup Global Markets. Schoen holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.
Andrew P
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Andrew Pearce is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James & Associates since 2013, following positions at Morgan Keegan & Company, LLC, and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting supported by research and diverse portfolio management strategies.
Laura B
Series 66
Greenville, SC
Raymond James & Associates
Laura Blanton is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 12 years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisors.
Mark P
Series 63, Series 65
Greenville, SC
Raymond James & Associates
Mark Payne is a financial advisor with Raymond James & Associates in Greenville, SC, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James since 2013 and also serves as an officer and treasurer at Payne and Williams, a family investment entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse clientele including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and fiduciary solutions across multiple asset classes.
Asher M
Series 66
Greenville, SC
Raymond James & Associates
Asher Moorhouse is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Industrial Bonded Warehouse and attended Anderson University. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
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