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106 advisors near
29672
within the area shown on the map
Out of 400,000+ nationwide
Whitney B
Series 66
Clemson, SC
Wells Fargo Advisors
Whitney Burton is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including Merrill Lynch, Bank of America, and Raymond James. In addition to her advisory role, she is a commissioned notary in Clemson, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to client needs, utilizing proprietary research and tools to develop recommendations delivered through personalized meetings and summary letters.
W J
CFP®, Series 63
Seneca, SC
Cambridge Investment Research Advisors
W Jones is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2018. His prior experience includes roles at Advantage Investment Management, LPL Financial, and ownership of Jones Investments. Jones also maintains independent insurance agency activities and business ownership interests outside of his advisory role. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies.
Maxwell V
Series 66
Clemson, SC
Edward Jones
Maxwell Vischer is a financial advisor at Edward Jones in Clemson, SC, holding the Series 66 designation. He joined Edward Jones in 2026 and has prior experience at Indiana Wesleyan University and The Walker Course at Clemson University. 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 approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.
Brandon H
Series 66
Liberty, SC
Edward Jones
Brandon Harbrecht is a financial advisor with Edward Jones in Liberty, South Carolina, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017, following a brief tenure at M/I Homes. Outside of his advisory role, Harbrecht is involved in farming activities, including raising farm animals on a property called Liberty Haven Farm. Edward Jones is a full-service wealth management firm that serves over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, investment strategies, and affiliated financial services, supported by a large network of advisors and branch offices nationwide.
Wesley M
Series 63, Series 65
Salem, SC
LPL Financial
Wesley Mckenna is a financial advisor with LPL Financial in Salem, SC, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. for 18 years before joining LPL Financial in 2017. Outside of advisory work, he owns an insurance agency, McKenna Agency, Inc. 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 wide range of advisory services and platforms, combining large-scale financial activities with a broad advisory network.
Maria C
Series 66
Seneca, SC
Wells Fargo Clearing
Maria Candela is a Series 66-licensed financial advisor with Wells Fargo Clearing, bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill and A. G. Edwards & Sons, Inc. From 2014 to 2017, she served as an endowment committee member for Holy Trinity Episcopal Church in Clemson, SC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to both brokerage and advisory solutions.
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Finding advisors...
106 advisors near
29672
within the area shown on the map
Out of 400,000+ nationwide