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70 advisors near
29506
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Out of 400,000+ nationwide
William M
Series 63, Series 65
Florence, SC
Raymond James Financial
William Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been a partner and investment officer at Signature Wealth Group LLC since 2017 and owns MMB Operations LLC. Mitchell serves on the finance and stewardship committee of a local church and is a director of the nonprofit Youth Mentors of the Pee Dee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized offerings in municipal and public finance.
Brandon B
Series 66
Florence, SC
Edward Jones
Brandon Baggette is a financial advisor at Edward Jones in Florence, SC, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in various roles including positions at Kelly Services, Belk, and Jim's Gun Shop. Outside of his advisory work, he serves as a middle school baseball coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.
Timothy C
Series 63, Series 65
Florence, SC
Equitable Advisors
Timothy Cunningham is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors and its predecessor Axa Advisors since 1999. Outside of his advisory role, he serves on the McLeod Health Board of Directors Grants Committee, participates in the Downtown Florence Committee, and volunteers with the City of Florence Aesthetics Committee. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory programs.
Quincy K
Series 63, Series 65
Florence, SC
Raymond James Financial
Quincy Kennedy IV is a financial advisor with Raymond James Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has worked at Raymond James Financial Services since 2016 and has served on the Florence County Voter Registration and Election Commission for 17 years. Outside of his advisory role, he is involved as an independent contractor with Skydive Carolina / Xtreme Video. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports advisory programs across an extensive advisor network.
Matthew R
Series 66
Florence, SC
LPL Financial
Matthew Ridenhour is a financial advisor with LPL Financial in Florence, South Carolina. He holds a Series 66 designation and has 19 years of industry experience, including prior work at Edward Jones. Outside of his advisory role, he operates a separate business entity for household payroll 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 and access to third-party asset management, with investment advice delivered through a large network of investment adviser representatives.
David C
CFP®, ChFC®, Series 66
Darlington, SC
Edward Jones
David Corry is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2010, accumulating 16 years of industry experience. He serves as a board member of Genesis Health Care, Inc. in Darlington, SC, and is the owner of Overwatch Holdings, LLC, a property management business in Lamar, SC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Tyler M
CFP®, Series 63, Series 65
Florence, SC
Raymond James & Associates
Tyler Morris is a CFP® professional with 10 years of industry experience, currently serving at Raymond James & Associates since 2020. Prior to this, he worked at Wells Fargo in various capacities from 2013 to 2020. He also has a longstanding role at Francis Marion University since 2013. Morris serves as Treasurer and Board Member for Tenacious Grace Ministries and participates in the Finance and Investment Committee of The School Foundation, both nonprofit organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and investment consulting to a broad client base, including individuals, institutional clients, and charitable organizations, utilizing tailored, non-discretionary advisory approaches supported by extensive research and multiple portfolio management styles.
Timothy W
Series 63, Series 65, Series 66
Florence, SC
LPL Financial
Timothy Williams is a financial advisor with LPL Financial in Florence, South Carolina, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include twelve years at Cantella and Co., Inc. and ongoing involvement with Carolina Bank and Trust, where he also holds a part-time position outside the investment business working with South Carolina high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.
Marvin S
CFP®, Series 63
Florence, SC
STIFEL
Marvin Slaughter is a Certified Financial Planner (CFP®) with 36 years of experience, currently serving as a financial advisor at Stifel since 2008. He holds the Series 63 registration and is based in Florence, South Carolina. Outside of his advisory role, he is involved in promoting golf in South Carolina, serving as a board member of the South Carolina Golf Association and as board chair of the Grant Bennett Foundation, which organizes junior golf tournaments. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.
Coy K
Series 63, Series 65
Darlington, SC
Kirby Financial Associates, LLC
Coy Kirby is the principal of Kirby Financial Associates, LLC, an independent advisory firm based in Darlington, SC, with 15 years of industry experience. He has worked with Lincoln Financial and its affiliates since 2006. Kirby also operates as a licensed insurance agent offering accident, health, disability, fixed and indexed annuities, traditional life insurance, and insurance components of health savings accounts. Kirby Financial Associates serves individuals, trusts, estates, and charitable organizations by providing investment advisory services through referrals to an unaffiliated third-party investment adviser. The firm does not offer in-house portfolio management or custody but coordinates client reviews and delivers disclosure materials related to the referral arrangement.
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Finding advisors...
70 advisors near
29506
within the area shown on the map
Out of 400,000+ nationwide