Rusty Bynum, CFP®

Managing Partner

Rusty has served in the financial industry for more than 25 years. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Representative with Cambridge Investment Research, Inc., and a Financial Advisor with Cambridge Investment Research Advisors, Inc. He holds the Series 6, Series 7, and Series 63 registrations through Cambridge Investment Research, as well as state Life, Health, Accident, and Annuities insurance licenses. Rusty specializes in retirement planning and asset management.

He is a strong advocate for financial education, both for his clients and within his practice. Rusty and his team continually seek opportunities to expand their knowledge for the benefit of the firm and the clients they serve.

Rusty is committed to educating the Upstate South Carolina community through ongoing outreach, including newsletters, workshops, and teaching events.

Rusty and his wife, Joelie, have been married for 27 years and are the proud parents of three sons.


CFP® Certification: The Standard of Excellence

Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals. CFP® certification is a symbol of Rusty's knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.

Phone 864-859-7703