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66 advisors near
29671
within the area shown on the map
Out of 400,000+ nationwide
Nick F
Series 66
Easley, SC
Edward Jones
Nick Fotos is a financial advisor with Edward Jones in Easley, South Carolina, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he was involved with NickHenry's Restaurant, LLC for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of financial advisors and branch offices.
Jeffrey K
Series 63, Series 65
Easley, SC
LPL Financial
Jeffrey Knight is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Cetera, Voya Financial Advisors, Sanders Wealth Management, Atlas Financial Group, Home Trust Bank, and First Citizens Investor Services. In addition to his advisory work, he is involved with the Powdersville Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Tucker H
Series 66
Six Mile, SC
OSAIC
Tucker Hite is a financial advisor with OSAIC, holding a Series 66 designation and 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 28 years before joining OSAIC in 2025. Outside of his advisory role, he owns and manages non-investment entities including a warehousing and property business and an expense payment entity. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk tolerance assessments, and automated rebalancing to construct portfolios across various asset classes.
Suzanne E
Series 66
Piedmont, SC
OSAIC
Suzanne Ellis is a financial advisor at Osaic Wealth Inc with 16 years of industry experience. She holds the Series 66 designation and has previously worked at firms including Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Ellis is also the Executive Operations Director for Sanders Wealth Management, where she serves as a registered assistant. Osaic Wealth Inc serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to construct diversified portfolios tailored to client needs.
Eric B
Series 66
Piedmont, SC
Edward Jones
Eric Batson is a financial advisor with Edward Jones in Piedmont, South Carolina, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Minister of Worship at Glenwood Baptist Church in Easley, South Carolina, where he directs choirs and leads congregational singing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of household types, pension plans, corporate clients, and nonprofits. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.
Devin Q
Series 63, Series 66
Easley, SC
LPL Enterprise
Devin Quiery is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities, LLC, and John P Hartnagel. Outside of his advisory roles, Devin has been involved with Zpita since 2013 and previously worked at Reds Ale House. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.
Beth T
Series 66
Easley, SC
Raymond James Financial
Beth Toney is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has 19 years of industry experience. Prior to joining Raymond James, she worked at Truist Investment Services and BB&T in various advisory and investment roles. In addition to her advisory work, she is associated with Pinnacle Asset Management, where she advises clients on banking and investment needs and refers them to Raymond James for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach, employing risk profiling and analytical tools to guide client recommendations.
David M
CFP®, Series 63, Series 66
Easley, SC
Edward Jones
David Mitchell is a CFP®-designated financial advisor with Edward Jones in Easley, SC, with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a residential rental property in Asheville, NC, which he manages with limited personal involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.
Deforrest D
Series 63
Easley, SC
OSAIC
Deforrest Durham is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He holds the Series 63 designation and has worked at Osaic since 2018, following a two-year tenure at Signator Investors, Inc. Durham is also the president of Durham Investment Services, LLC, where he manages the sale of securities and insurance-related products. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.
Amberlyn W
Series 66
Powdersville, SC
Edward Jones
Amberlyn White is a Series 66-licensed financial advisor with Edward Jones in Powdersville, SC, holding two years of industry experience. Prior to joining Edward Jones, she worked at ASE Private Wealth and held roles in staffing, education, and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors.
Marty C
Series 63, Series 66
Salem, SC
OSAIC
Marty Cline is a financial advisor with OSAIC in Salem, SC, holding Series 63 and Series 66 credentials and having 15 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2016. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include various securities and alternative investments.
Dennis L
Series 66
Easley, SC
Raymond James Financial
Dennis Latham is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has worked with Raymond James Financial Services Advisors, Inc. since 2017. Prior to that, he was with Bank of North Carolina and LPL Financial. Outside of advising, he is president of Latham Financial and Palmetto Capital Group and Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.
Douglas W
CFP®, ChFC®, Series 63
Powdersville, SC
Edward Jones
Douglas White is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Nathan S
CFP®, Series 63, Series 65
Piedmont, SC
OSAIC
Nathan Sanders is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Cetera, Voya Financial Advisors, and Wells Fargo Advisors. Sanders is also president of Sanders Wealth Management and has been involved in the modeling and talent agency business for ten years. OSAIC Wealth Inc serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to support portfolio management across various asset classes.
Sascha M
Series 63, Series 66
Easley, SC
LPL Financial
Sascha Mathis is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 24 years of industry experience, including roles at South State Bank and SunTrust Advisory Services. His practice is based in Easley, SC. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.
Samuel W
Series 66
Easley, SC
Merrill
Samuel Wolf is a Series 66-licensed advisor at Merrill with four years of industry experience. He has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, among other financial institutions. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Leah S
Series 63, Series 66
Easley, SC
Robert Baird & Co.
Leah Strickland is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert Baird & Co. since 2019, following prior roles at J.J.B. Hilliard W.L. Lyons. Outside of her advisory duties, she serves as an arbitration panel member. Robert Baird & Co.’s DDK Group advises individuals, families, institutional clients, and charitable organizations, offering a range of consulting and portfolio services. The group tailors investment strategies based on client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional asset classes.
David G
Series 63, Series 66
Pickens, SC
Edward Jones
David Grant is a financial advisor with Edward Jones in Pickens, South Carolina. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, having been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several residential, commercial, and vacation rental properties in South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and over $1 trillion in assets under management.
Hillary H
Series 66
Easley, SC
LPL Financial
Hillary Henderson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2018 and previously held advisory roles at South State Bank and SunTrust Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, supported by model portfolios and research from LPL Research and third-party subadvisors.
Chandler J
Series 66, Series 63
Easley, SC
Edward Jones
Chandler Johnson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at several firms including Air Compressor Services, Shellpoint Mortgage Servicing, Equitable Advisors, and South State Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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Finding advisors...
66 advisors near
29671
within the area shown on the map
Out of 400,000+ nationwide