Years of Experience
5-20+ Years
Premier Advisor
Merrill Lynch, Pierce, Fenner & Smith Inc.
BEAUFORT, SC
10 Years Experience
0 Disclosures
ADVISOR BIO
Anna Troutman is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Anna has been in the industry since January 6, 2015. Anna is licensed in multiple states including South Carolina and Texas. Anna holds FINRA Series 7, 9, 10, and 66 licenses, as well as the SIE. Anna is a member of the Young Life committee and is involved in the community. Anna works with a wide range of clients, including individuals, corporations, and charitable organizations.
SPECIALIZATIONS
HILTON HEAD ISLAND, SC
32 Years Experience
3 Disclosures
ADVISOR BIO
A. Kevin Roberson is a financial advisor with over 30 years of experience in the industry. A. Kevin Roberson is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. A. Kevin Roberson offers a variety of services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment research. A. Kevin Roberson has a strong track record of success in the financial services industry. A. Kevin Roberson is committed to providing clients with the highest level of service and expertise.
SPECIALIZATIONS
MOUNT PLEASANT, SC
25 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Gore is a financial advisor with LPL Financial LLC. Aaron has been in the financial services industry since August 1999. Aaron is registered as a Broker and an Investment Advisor Representative in South Carolina and as an Investment Advisor Representative in Texas. Aaron has his Series 7, 63, and 65 licenses. Aaron has been a financial advisor for over 24 years, working with Ameriprise Financial Services, Inc. and Voya Financial Advisors, Inc. prior to LPL Financial. Aaron is also a soccer coach and referee.
SPECIALIZATIONS
GREENVILLE, SC
18 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Gray Cizon is a financial advisor based in Greenville, SC. Aaron is registered with LPL Financial LLC and has been in the industry since 2007. Previously, Aaron has worked at Wells Fargo Clearing Services, LLC, First Citizens Securities Corporation, and Citigroup Global Markets Inc.
SPECIALIZATIONS
NORTH AUGUSTA, SC
13 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Myers is a registered representative with Allstate Financial Services, LLC. Aaron has been in the securities industry since August 2011. Aaron holds the Series 6, Series 63, and SIE licenses. Aaron is registered in Georgia, South Carolina, and West Virginia.
SPECIALIZATIONS
No specializations listed.
GREENVILLE, SC
22 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Thatcher is a financial advisor with over 20 years of experience in the financial services industry. Aaron is a registered representative of Wells Fargo Clearing Services, LLC and an Investment Advisor Representative of Wells Fargo Advisors LLC. Aaron has held prior positions with Waddell & Reed, Inc., Guaranty Brokerage Services, Inc., and Wells Fargo Investments, LLC. Aaron holds a Series 7 license, a Series 66 license, and a Securities Industry Essentials (SIE) license. Aaron specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
SPECIALIZATIONS
CHARLESTON, SC
5 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Lucash is a financial professional with over 3 years of experience in the industry. Aaron holds a Series 63, 65, and 7TO license and is registered in South Carolina. Aaron is affiliated with Wells Fargo Clearing Services, LLC, which manages over $500 billion in assets. Aaron has experience working with high-net-worth individuals, corporations, and charitable organizations. In addition to financial planning, Aaron offers portfolio management services and investment consulting services.
SPECIALIZATIONS
CHARLESTON, SC
11 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Barber is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing comprehensive financial planning and portfolio management solutions. Aaron has been in the financial services industry since 2014 and is registered to offer investment advice in both South Carolina and Texas. Aaron previously worked for Wachovia Securities, LLC in St. Louis, Missouri.
SPECIALIZATIONS
COLUMBIA, SC
27 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Rowland is a financial advisor with over 25 years of experience in the financial industry. Aaron is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative and Investment Adviser Representative in South Carolina and Texas. Aaron previously worked for Wachovia Brokerage Service in Winston Salem, North Carolina. Aaron holds the Series 63, Series 65, Series 7 and SIE securities licenses. Aaron has a wide range of experience working with various clients including corporations, individuals, charitable organizations and pension and profit sharing plans. Aaron Rowland and Merrill Lynch, Pierce, Fenner & Smith Inc. can help you develop a financial plan and reach your financial goals.
SPECIALIZATIONS
GREENVILLE, SC
9 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Galloway is a financial advisor with Raymond James & Associates, Inc. Aaron has been in the securities industry for 8 years, having worked for both Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC before joining Raymond James in 2017. Aaron has a Series 7 and Series 66 license and is licensed to sell securities in 18 states. Aaron is also a member of the Finance/Investment Committee at Holland Park Church. Aaron's area of specialization includes providing financial planning services, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
