Sumter, SC Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

4

Of 5,796 advisors across 938 offices

Location

6 Law Range

Sumter SC 29150

Advisors at this office

4

Advisors at this office

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Landon V

Series 66

Sumter, SC

Raymond James & Associates

Landon Van Patten is a financial advisor with Raymond James & Associates in Sumter, SC, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Advanta Southeast LLC and Nu Ideas, alongside periods as a student. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Charles N

Series 63, Series 65

Sumter, SC

Raymond James & Associates

Charles Noyes II is a financial advisor with Raymond James & Associates in Sumter, SC, holding Series 63 and Series 65 credentials and over 29 years of industry experience. Prior to joining Raymond James in 2022, he worked at Truist Advisory Services and BB&T Securities. Noyes serves on the Finance and Investment Committees of the Church of the Holy Comforter, participating in oversight of the church’s budget and endowment. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide advisory team.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Leslie M

Series 66

Sumter, SC

Raymond James & Associates

Leslie Mcintosh is a financial advisor at Raymond James & Associates with 25 years of industry experience and holds a Series 66 designation. Prior to joining Raymond James in 2021, Mcintosh worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of advising, Mcintosh is involved with Camp Legacy, LLC, an organization inspired by the book "Raising a Modern Day Knight," which is focused on guiding fathers in raising their sons as Christian men, and serves on the finance committee of First Baptist Church Manning. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers a broad range of financial planning and consulting services, employing diverse portfolio management styles and providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Steven P

Series 63, Series 66

Sumter, SC

Raymond James & Associates

Steven Prebish is a financial advisor with Raymond James & Associates in Sumter, South Carolina. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at First Citizens Investor Services and Woodmen Financial Services, Inc., among others. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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