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153 advisors near
29341
within the area shown on the map
Out of 400,000+ nationwide
Veronica P
Series 65, Series 63
Spartanburg, SC
Empower Advisory Group
Veronica Pinckney is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work includes roles at GWFS Equities, Inc. and Prudential Investment Management Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model links services to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Michael C
Series 66
Spartanburg, SC
Janney Montgomery Scott
Michael Carson is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Carson serves on the board of the Hope Center for Children in Spartanburg, SC. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs utilizing both in-house and third-party portfolio management.
Bobby W
Series 65
Shelby, NC
Commonwealth Financial Network
Bobby Watson is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. He holds the Series 65 designation and previously worked at LPL Financial for 14 years before joining Commonwealth in 2023. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support to affiliated advisors.
Steven F
CFP®, Series 66
Spartanburg, SC
Wealth Enhancement Advisory Services, LLC
Steven Ford is a CFP® and Series 66 registered advisor with 23 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Artisan Wealth Advisors, Alliance Wealth Partners, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning and asset management services through a combination of passive and active investment strategies guided by an internal Investment Committee.
William L
Series 65, Series 63
Spartanburg, SC
First Citizens Investor Services, Inc.
William Lanford is a financial advisor at First Citizens Investor Services, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining First Citizens, he operated Lanford Consulting for nine years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm utilizes a client-focused process incorporating fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.
Brandon T
Series 66
Shelby, NC
FIFTH THIRD SECURITIES, Inc.
Brandon Thomas is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Edward Jones and Ameriprise. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to offer a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.
Aprenea M
Series 66
Spartanburg, SC
Janney Montgomery Scott
Aprenea Mccutchen is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and a Series 66 designation. She previously worked at Wells Fargo Clearing Services and Merrill Lynch, and has held roles at multiple firms within Janney Montgomery Scott since 2021. Outside of finance, she has been involved with Jenny Craig since 2018. 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 organizations, offering a range of brokerage, financial planning, consulting, and advisory programs.
Dylan B
Series 66
Spartanburg, SC
Wealth Enhancement Advisory Services, LLC
Dylan Brooks is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 66 credential and one year of industry experience. Prior to joining Wealth Enhancement, he held positions at Raymond James Financial Services Advisors, Artisan Private Wealth, and Newell Brands. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Lindsay C
Series 63, Series 65
Spartanburg, SC
Janney Montgomery Scott
Lindsay Chandler is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to her advisory role, she is a Notary Public in Spartanburg, SC. 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 client base including individuals, families, trusts, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.
Nicholas C
Series 63, Series 65
Spartanburg, SC
Empower Advisory Group
Nicholas Center is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses. He has one year of industry experience and has worked previously at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of financial services, he was involved with Habitat for Humanity in Greenville and Wake counties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.
O H
Series 63, Series 65
Shelby, NC
Wells Fargo Clearing
O Haydon is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.
Tara B
Series 66
Gaffney, SC
Edward Jones
Tara Buckley is a financial advisor at Edward Jones in Gaffney, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.
Jeffery P
Series 63, Series 65
Spartanburg, SC
Primerica Advisors
Jeffery Paddyfote is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo and BB&T Securities. Outside of his advisory work, he is the sole owner and president of a non-operational entity. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and operates with approximately 3,935 advisors and $15.5 billion in assets under management.
John H
Series 66
Spartansburg, SC
Mass Mutual Investors Services
John Hodge is a Series 66-licensed financial advisor with Mass Mutual Investors Services in Spartanburg, South Carolina. He has six years of industry experience, including roles at Mass Mutual Life Insurance Co and Merrill. Prior to joining Mass Mutual, he worked in various positions including at SiteOne Landscape Supply and Event Rentals Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal-based recommendations.
Curtis F
Series 63, Series 65
Spartanburg, SC
LPL Financial
Curtis Fagan is a financial advisor with LPL Financial in Spartanburg, SC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2007. Fagan also serves as a notary public, providing this service free to clients and associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides research-supported model portfolios and various institutional client services.
Richard W
Series 63, Series 65
Shelby, NC
LPL Financial
Richard Winn is a financial advisor with LPL Financial in Shelby, NC, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been with LPL Financial since 2007. Winn serves as an advisory board member for South Mountain Children and Family Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.
Richard P
Series 66
Spartanburg, SC
LPL Financial
Richard Painter is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with Elliott & Painter, LLP since 2010. Outside of his advisory role, he is a co-owner of Loggerhead Apparel, a clothing manufacturing company based in Simpsonville, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Anissa C
Series 66
Spartanburg, SC
Morgan Stanley
Anissa Calhoun is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2009 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.
Robert B
Series 66
Spartanburg, SC
Edward Jones
Robert Burgess is a financial advisor with Edward Jones in Spartanburg, SC, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016, with a brief tenure at ProEquities, Inc. and operating the Kyle Atkins Financial Group, Inc. prior to returning to Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.
Debra M
Series 66
Gaffney, SC
Edward Jones
Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
153 advisors near
29341
within the area shown on the map
Out of 400,000+ nationwide