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Distance Metro area (25 miles)
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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
Jared Shelton (CRD# 5933116) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Abilene, TX and has over 12 years of experience in the finance industry.
Nick Shepherd (CRD# 5086786) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Abilene, TX and has over 18 years of experience in the finance industry.
Austin Sherwood (CRD# 6368692) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 9 years of experience in the finance industry.
Harold Sipe (CRD# 4334405) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 23 years of experience in the finance industry.
James Songer (CRD# 3127392) is an Investment Advisor Representative working at Lpl Financial LLC in Abilene, TX and has over 25 years of experience in the finance industry.
Clayton Tarpley (CRD# 6064578) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 9 years of experience in the finance industry.
Joseph Team (CRD# 4820236) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. Joseph Team 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.
Kyle Timmermann (CRD# 6126548) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has over 11 years of experience in the finance industry.
Angela Truelove (CRD# 5162505) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Abilene, TX and has over 12 years of experience in the finance industry.
Donny Vogler (CRD# 2001272) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Abilene, TX and has over 34 years of experience in the finance industry.