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Distance Only Abilene, 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
James Leavell (CRD# 7413647) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has 1 year of experience in the finance industry. James Leavell 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.
Sean Morgan (CRD# 7170445) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 3 years of experience in the finance industry.
Clayton O'dell (CRD# 7438439) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has 1 year of experience in the finance industry.
Gregory Oglesby (CRD# 7207071) is an Investment Advisor Representative working at William Madison Advisors, Inc. in Abilene, TX and has over 3 years of experience in the finance industry.
Braxton Oliver (CRD# 7495654) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Abilene, TX and has 1 year of experience in the finance industry.
David Roberts (CRD# 2589464) is an Investment Advisor Representative working at Primerica Advisors in Abilene, TX and has over 29 years of experience in the finance industry.
Risha Sanders (CRD# 4660547) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Abilene, TX and has over 20 years of experience in the finance industry.
Colton Weems (CRD# 7710214) is an Investment Advisor Representative working at Parkway Advisors, LP in Abilene, TX and has 1 year of experience in the finance industry.
Steven Wegrzynowicz (CRD# 7519237) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has 1 year of experience in the finance industry.
Jonathan Wood (CRD# 4781185) is an Investment Advisor Representative working at Primerica Advisors in Abilene, TX and has over 18 years of experience in the finance industry.