Financial advisers in Columbia, South Carolina

Adviser profiles

• JAJohn AllisonChief Compliance Officer; President/MemberAllison Investment ManagementCRD 858095
• VBVal BeersCo-Manager and Chief Compliance OfficerBeers Kight Financial AdvisorsCRD 2406945
• SBScot BytnarManaging Member/Chief Compliance OfficerHMS Financial ServicesCRD 2425936
• James AgostiniManager and Chief Compliance OfficerDaVinci Financial DesignsCRD 2596320
• David WellsInvestment adviser representativeDaVinci Financial DesignsCRD 2679438
• Patrick BurgessInvestment adviser representativeDaVinci Financial DesignsCRD 4039255
• Daniel WallickManaging Partner, Chief Compliance Officer, Chief Investments OfficerWallick InvestmentsCRD 4334083
• DADavid AllisonSecretary/MemberAllison Investment ManagementCRD 4442492
• Jesse StinnetteCapital Partner/Portfolio ManagerWallick InvestmentsCRD 5465995
• Devin KileInvestment adviser representativeDaVinci Financial DesignsCRD 6214639
• Michael ForneyInvestment adviser representativeLifeworks AdvisorsCRD 7126400
• Jonathan DootsonInvestment adviser representativeDaVinci Financial DesignsCRD 7208948
• WMWilliam MilesInvestment adviser representativeWebsterRogers Financial AdvisorsCRD 7986558
• VMVictoria MatiseInvestment adviser representativeWallick InvestmentsCRD 8093053

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.