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81 advisors near
29532
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Out of 400,000+ nationwide
Virginia A
Series 63, Series 66
Florence, SC
Janney Montgomery Scott
Virginia Allen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons. Allen has been with Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal organizations, offering a range of brokerage, financial planning, and advisory services.
Phillip H
Series 63, Series 65
Florence, SC
Janney Montgomery Scott
Phillip Hobbs is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at State Farm Investment Management Corp and several insurance agencies. Hobbs also served three years in the South Carolina House of Representatives. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities—and offers brokerage services, financial planning, consulting, and multiple advisory programs.
Jessica H
Series 63, Series 66
Florence, SC
Janney Montgomery Scott
Jessica Hill is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Janney since 2018 and previously held roles at FirstBancorp and Infinex Investments. Janney Montgomery Scott LLC is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Michael J
Series 63, Series 65
Florence, SC
First Citizens Investor Services, Inc.
Michael Johnson is a financial advisor at First Citizens Investor Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of investment solutions, including portfolio management, automated investing platforms, and tax-aware services, focusing on assessments of client needs, risk tolerance, and financial goals.
Wayne H
Series 63, Series 65
Florence, SC
Janney Montgomery Scott
Wayne Howle is a financial advisor with Janney Montgomery Scott in Florence, SC, holding Series 63 and 65 licenses and bringing 41 years of industry experience. His career includes positions at Wells Fargo Clearing, Raymond James Financial, and Wachovia Securities. He serves as a ruling elder and committee chair at Darlington Presbyterian Church. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It offers a broad range of services to individuals, families, trusts, corporate sponsors, and municipal clients through a combination of in-house and third-party portfolio management and provides custody and trustee services uncommon among large advisers.
Nathan L
Series 63, Series 65, Series 66
Florence, SC
&PARTNERS
Nathan Love is a financial advisor with &Partners, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He worked at Edward Jones for nine years before joining &Partners in 2024. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, using a variety of analytical approaches and both proprietary and third-party strategies.
Edward R
Series 63, Series 65
Florence, SC
Janney Montgomery Scott
Edward Reames is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2019. Prior to that, he was with Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage, financial planning, consulting, and wrap/advisory programs through a combination of in-house and third-party portfolio management.
Jessica C
CFP®, Series 66
Florence, SC
Commonwealth Financial Network
Jessica Cook is a CFP® professional affiliated with Commonwealth Financial Network, with 13 years of industry experience. She has worked at Commonwealth Financial Network since 2014, with a brief tenure at Crown Capital Securities in 2017. Outside of her advisory role, she is a co-owner of CalmWater Advisors, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by in-house investment management, technology, compliance, and practice-management resources.
Erik M
Series 63, Series 65
Florence, SC
Tlg Advisors, Inc.
Erik Marechal is a financial advisor at TLG Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Nationwide Insurance and Nationwide Securities, Inc. for 15 years. He is also the owner and CEO of Accountable Insurance Partners, LLC, a property and casualty, life, and long-term care insurance agency. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.
Julie C
CFP®, ChFC®, Series 63
Florence, SC
Eagle Strategies (NY Life)
Julie Cord is a financial advisor with Eagle Strategies (NY Life) in Florence, SC, holding the CFP®, ChFC®, and Series 63 designations. She has 13 years of industry experience, including roles at NYLIFE Securities LLC and New York Life since 2012. Outside of her advisory work, she serves as a Chamber Ambassador for the Florence Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a range of program types tailored to client objectives. The firm manages a significant portion of its assets on a non-discretionary basis and operates within an integrated New York Life affiliate structure.
Emily R
Series 66
Florence, SC
LPL Financial
Emily Ridenhour is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been associated with LPL Financial and Armstrong Wealth Management Group since 2011. Emily is also co-owner of Ridenhour, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.
Copeland E
CFP®, ChFC®, Series 66
Florence, SC
Edward Jones
Copeland Edmunds is a financial advisor at Edward Jones with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2007. Outside of advising, he serves as a trustee for a family trust managing distributions for health, education, and welfare purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors.
Hannah A
Series 66
Hartsville, SC
Edward Jones
Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.
Ashley A
Series 66
Florence, SC
Raymond James & Associates
Ashley Alexander is a financial advisor with Raymond James & Associates in Florence, SC, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2020, Alexander worked at Wells Fargo Clearing from 2016 to 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Michael G
Series 66
Florence, SC
STIFEL
Michael Grice is a Series 66-licensed financial advisor at Stifel with 14 years of industry experience, serving clients since 2011. He is active in his community as a member of the City of Marion Planning and Zoning Commission, a deacon at Marion Baptist Church, and holds leadership roles with the Francis Marion University Education Foundation, including chairing its board overseeing student housing. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Jordan M
Series 66
Hartsville, SC
Edward Jones
Jordan Melton is a financial advisor with Edward Jones in Hartsville, South Carolina, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton owns and operates businesses involved in land management and timber/raw land holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs and affiliated products, supported by a large national network of advisors and branch offices.
Edward M
Series 63, Series 66
Hartsville, SC
Edward Jones
Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Lauren K
Series 66
Florence, SC
Edward Jones
Lauren Kremidas is a Series 66 licensed financial advisor with Edward Jones, based in Florence, SC, and has 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a partner in the Sunrise Drive-In restaurant in Florence. 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 wide range of advisory programs, combining a large retail advisor network with affiliated services such as a trust company and securities-based lending.
Julius E
Series 66
Florence, SC
Raymond James & Associates
Julius Eldridge III is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing. Eldridge serves as Treasurer and a board member for All Saints Episcopal Day School in Florence, SC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Christina S
Series 63, Series 65
Florence, SC
Thrivent Investment Management
Christina Schneider is a financial advisor at Thrivent Investment Management with four years of experience in the industry. She holds the Series 63 and Series 65 designations and has worked primarily with Thrivent Financial since 2022. Prior to entering financial services, she held roles in communications and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics. The firm offers these planning services independently from portfolio management and emphasizes ongoing client reviews.
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81 advisors near
29532
within the area shown on the map
Out of 400,000+ nationwide