Columbia, SC Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$37,911,713,991
ClientsTotal clients
72,469
AdvisorsAdvisors at this office
3
Of 1,682 advisors across 217 offices
Location
1320 Main Street, Suite 300, Offices 334, 341
Columbia SC 29201
Advisors at this office
3
Advisors at this office
Carly B
Series 63, Series 65
Columbia, SC
TIAA-CREF
Carly Burress is a financial advisor with TIAA-CREF in Columbia, SC, holding Series 63 and Series 65 designations and 11 years of industry experience. She has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing management through model-based and customized portfolios, and also acts as adviser to the TIAA Donor Advised Fund.
Gary J
Series 63, Series 65
Columbia, SC
TIAA-CREF
Gary Jones Jr. is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA and TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals and entities, often those connected to TIAA-administered employer retirement plans, offering financial planning and discretionary managed account programs. The firm provides a combination of point-in-time planning services and ongoing portfolio management within a vertically integrated model that includes affiliated funds and a fiduciary RIA service.
Jeffrey T
Series 63, Series 65
Columbia, SC
TIAA-CREF
Jeffrey Taylor is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-sponsored employer retirement plans and manages customized and model-based portfolios within a vertically integrated structure.
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