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William H
Series 63, Series 65
Mt. Pleasant, SC
Raymond James & Associates
William Hudson is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he owns and manages a rental property business in Folly Beach, SC. 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 supported by a nationwide adviser network.
Lauren L
CFP®, Series 66
Mt. Pleasant, SC
Raymond James & Associates
Lauren Liles is a CFP® professional affiliated with Raymond James & Associates, with eight years of industry experience. She previously worked at Sagacious Partners for three years and took a one-year maternity leave before 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 including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Carolyn H
Series 63, Series 65
Mt. Pleasant, SC
Raymond James & Associates
Carolyn Hash is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, she is a partner and owner of Nicholson Carolina Group, a family-owned entity related to inherited property. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles and supported by extensive research and affiliated sub-advisers.
Jared W
Series 66
Mt. Pleasant, SC
Raymond James & Associates
Jared Weber is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles in student affairs and education at Clemson University and the Fair Lawn Board of Education. 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 consulting services that emphasize tailored, non-discretionary advice supported by comprehensive research and various portfolio management strategies.
Caroline E
CFP®, Series 66
Mt. Pleasant, SC
Raymond James & Associates
Caroline Edwards is a CFP® certificant with six years of industry experience. She has worked at Raymond James & Associates since 2020, following prior roles at RiskBand, Keller Williams Realty, and Arthur J. Gallagher & Co. 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 municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary planning and a range of portfolio management styles.
David A
Series 63, Series 66
Mt. Pleasant, SC
Raymond James & Associates
David Aylor is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank for over a decade. He holds Series 63 and Series 66 designations. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
John H
Series 63
Mt. Pleasant, SC
Raymond James & Associates
John Harris is a financial advisor with Raymond James & Associates in Mt. Pleasant, SC, holding a Series 63 designation and 44 years of industry experience. He worked at Citigroup Global Markets for 17 years before joining Raymond James & Associates in 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mattison M
Series 63, Series 65
Mt. Pleasant, SC
Raymond James & Associates
Mattison McCurry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. McCurry has been with Raymond James & Associates since 2011. 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, including high-net-worth clients, institutions, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.
Anna P
Series 66
Mt. Pleasant, SC
Raymond James & Associates
Anna Perkins is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has held roles outside of finance, including part-time work in catering and bartending at Relish Distinctive Catering and Snee Farm Country Club. Prior to her current position, she has worked in various roles across retail and education. 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 and investment consulting with a range of portfolio management styles and affiliated research resources.
Katherine L
Series 63, Series 65
Mt. Pleasant, SC
Raymond James & Associates
Katherine Landing is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She previously worked at UBS Financial Services from 2001 to 2008 and served on the Mount Pleasant Town Council from 2017 to 2020. She has also held political office as a representative for South Carolina’s State House District 80 since 2022. 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 broad client base, including individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management options.
David J
Series 63, Series 65
Mt. Pleasant, SC
Raymond James & Associates
David Jensen is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is currently based in Mt. Pleasant, SC. 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, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through multiple advisory programs and institutional consulting divisions.
Joseph L
Series 66
Mt. Pleasant, SC
Raymond James & Associates
Joseph Landing is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at Nexstar Media Group and has a background that includes roles at the Moving Picture Institute and the University of Miami. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research support.
Gene S
Series 66
Mt. Pleasant, SC
Raymond James & Associates
Gene Swindle Jr. is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for seven years. Prior to joining Raymond James, he spent six years at American Bancshares Mortgage, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.
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