Sumter, SC North Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

119 North Main St

Sumter SC 29150

Advisors at this office

2

Advisors at this office

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Peter R

Series 65, Series 63

Sumter, SC

Edward Jones

Peter Richards is a financial advisor at Edward Jones in Sumter, SC, holding Series 63 and Series 65 licenses. He has two years of experience in the industry, including prior roles at CogentBlue Wealth and The Cason Group. Before entering financial advising, he worked at NHC Healthcare. 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 strategies, supporting a large network of advisors and branch offices across the country.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Calvin R

Series 63, Series 65

Sumter, SC

Edward Jones

Calvin Rhoden is a financial advisor at Edward Jones in Sumter, South Carolina, holding Series 63 and Series 65 designations with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked with the Darlington County School District and Kelly Educational Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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