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Qualifications of Financial Advisor in Ridgeland

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Financial Advisors in Ridgeland, South Carolina
Financial Advisor Office Location Phone Number
Robert Gardner CLU, ChFC®, RFC,
Wealth Strategies Group
1536 Fording Island Road,
Hilton Head Island, SC  29926
(843) 837-8562
Jason Noble,
Financial Engines Advisors, LLC
4401 Leeds Avenue,
North Charleston, SC  29405
(843) 952-2135

Information on Qualified Financial Advisors in Ridgeland

Qualifications CRD# 2131726

Office Location 1536 Fording Island Road,
Suite 101,
Hilton Head Island,
Phone Number (843) 8378562

Bob Gardner, president and founder of WSG Advisors, has been a practicing financial advisor for more than three decades. As president, he focuses his experience and knowledge on comprehensive wealth management for retirees and pre-retirees. With a strong background in financial services and insurance, Bob has extensive knowledge in how money works and, more importantly, how to make it work for his clients. Since his college days, he has continually worked to further his professional education and business acumen by attending continuing education classes and becoming a Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and a Registered Financial Consultant (RFC). Bob is committed to helping retirees and pre-retirees live their ideal lives, and as such, has conducted more than 300 seminars and workshops since 1997, as well as more than 4,000 consulting interviews with individuals in or nearing retirement. Bob is a native South Carolinian, and he and his family have been residents of Hilton Head Island since 2004.

About Wealth Strategies Group

We at WSG Advisors, LLC desire to know and understand your financial objectives before providing you with the highest quality of information, services and products to help you reach your goals. We put our vast amounts of knowledge and experience to use for clients every day and are honest and diligent about creating strategies to help clients make their dreams reality. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to keep them informed so decisions can be made with confidence. In additional to consistent phone calls, we engage with our clients on a regular basis by hosting a plethora of social events throughout the year. Check out our events page for upcoming events.

Qualifications CRD# 5106029
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional

Office Location 4401 Leeds Avenue,
Suite 225,
North Charleston,
Phone Number (843) 9522135

Joined Financial Engines in 2017. Began his career in the financial services industry in 2004. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Political Science from Coastal Carolina University. Married to Rachel. They have two children: Avery and Ryan. Jason enjoys watch his Yankees and Ohio State Buckeyes, reading to his daughter every night and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

List of Additional Financial Advisors in or around Ridgeland, South Carolina
Dividend Assets Capital, Llc Ridgeland, SC