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Distance Only Woodway, TX
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 25 years of experience in the finance industry. Brian Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Timothy Griesse (CRD# 1019806) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 42 years of experience in the finance industry.
Rolandus Johnson (CRD# 6411445) is an Investment Advisor Representative working at Stirlingshire Investments in Woodway, TX and has over 9 years of experience in the finance industry.
Sharon Koester (CRD# 1731365) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 12 years of experience in the finance industry.
Brandon Kubitza (CRD# 6670933) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 6 years of experience in the finance industry.
Timothy Rothenbush (CRD# 5315192) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 10 years of experience in the finance industry.
Bradley Wilson (CRD# 3110902) is an Investment Advisor Representative working at Edward Jones in Woodway, TX and has over 25 years of experience in the finance industry.
George Wolfe (CRD# 5421047) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Woodway, TX and has over 16 years of experience in the finance industry.
Stephen Harvey (CRD# 7509290) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 2 years of experience in the finance industry.
Lisa Huggins (CRD# 6958367) is an Investment Advisor Representative working at Edward Jones in Woodway, TX and has 1 year of experience in the finance industry.