ADVISOR BIO

Barry A. Barnette is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Greer, South Carolina. Barry has been working in the financial industry since 2002. He has a wide range of experience, having worked with both Lincoln Financial Securities Corporation and GWN Securities, Inc. prior to joining Cambridge. Barry has a Series 7, Series 6, Series 63, and Series 65 license and holds himself out as a specialist in the areas of Retirement planning, College Savings, Insurance Planning, Estate Planning, and Long Term Care. Barry also has a long history of working with both individuals and business owners, and he prides himself on providing customized financial advice tailored to each client's needs.

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ADVISOR BIO

Bobby Kyle Ragan is a financial advisor at LPL Financial LLC in Greer, South Carolina. Bobby has been in the financial industry since March 14, 2016. Bobby is licensed to conduct business in South Carolina and Massachusetts. Bobby has a Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Bradley Williams is a financial advisor with over 10 years of experience in the industry. He is currently registered with IFG Advisory, LLC, an independent investment advisor firm. Bradley holds the Series 66, Series 7, and SIE securities licenses and is registered to provide investment advice in several states including South Carolina, North Carolina, Georgia, Ohio, Virginia, Florida, and Washington. Bradley previously held positions at Wells Fargo Clearing Services, LLC and BB&T Investment Services, Inc. Bradley is dedicated to providing personalized financial advice to individuals, families, and businesses. He offers a range of services, including financial planning, retirement planning, investment management, and insurance planning. Bradley is committed to helping clients achieve their financial goals and live secure, fulfilling lives.

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ADVISOR BIO

Clint Kelly Anderson is a financial advisor with over 19 years of experience in the industry. Anderson is currently registered with Principal Asset Management in Greer, SC, and has previously worked at BANCWEST INVESTMENT SERVICES, INC. and AXA ADVISORS, LLC. Anderson holds several securities licenses, including Series 7, Series 24, Series 52TO, Series 53, and Series 99TO. Anderson also has experience in the municipal securities industry.

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ADVISOR BIO

Daniel John Balogh is a registered investment advisor representative associated with MML Investors Services, LLC and has been in the financial services industry since December 25, 1986. Daniel is registered with the state of South Carolina and has Series 6, 63 and 65 licenses. Daniel also holds the SIE license.

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ADVISOR BIO

David McCraw is an investment advisor representative with Ameritas Advisory Services, LLC, based in Greer, South Carolina. David has been in the financial services industry since 1993 and has a broad range of experience. David holds licenses for both securities and investment advisory services.

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ADVISOR BIO

Dwayne Clendaniel is an investment advisor representative with LPL Financial LLC. Dwayne has been in the industry since 1991. Dwayne has a Series 7, Series 63, and Series 65 license and holds a SIE certification. Dwayne has been registered with the Securities and Exchange Commission (SEC) since 1999 and is registered in 29 states. Dwayne is a registered representative of LPL Financial LLC, a registered investment advisor, member FINRA/SIPC. LPL Financial LLC is a registered investment advisor and broker-dealer. The firm provides a wide range of investment products and services to individuals, families, businesses, and institutions. LPL Financial LLC manages over $463 billion in assets.

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ADVISOR BIO

Gregory Zander has been in the financial services industry since May 12, 1987. Gregory is currently registered with MML Investors Services, LLC in South Carolina and has been with the firm since March 25, 2017. Gregory has previously worked for MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, BNL SECURITIES INC., and FOCUS SECURITIES, INC. Gregory holds Series 6, 7, 24, 63, and 66 licenses. Gregory provides financial planning, pension consulting, asset allocation programs, and educational seminars to individual and business clients. Gregory also provides portfolio management services to individuals and businesses.

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ADVISOR BIO

Jason Richard Karr is a registered representative with LPL Financial LLC since January 2008. Jason has been in the financial services industry since August 2002 and currently holds a Series 7, Series 30, Series 31 and SIE securities license. Jason also holds a Series 66 license and is registered as an investment advisor representative in South Carolina and Texas. Prior to joining LPL Financial LLC, Jason was a registered representative with Raymond James Financial Services, Inc. from March 2003 to January 2008 and Morgan Stanley DW Inc. from August 2002 to March 2003.

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ADVISOR BIO

Jerante Trumaine Morgan is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. located in Simpsonville, South Carolina. Jerante Morgan has been in the securities industry since December 2021. Jerante Morgan is licensed to provide securities and investment advisory services in Florida, Georgia, North Carolina, South Carolina, Tennessee, and Texas. Jerante Morgan's areas of specialization include portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS