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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
John McShan (CRD# 1791276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bridgeport, TX and has over 36 years of experience in the finance industry.
Steven Mitchell (CRD# 1492553) is an Investment Advisor Representative working at Main Street Financial Advisors in Justin, TX and has over 38 years of experience in the finance industry. Steven Mitchell 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.
James Nielsen (CRD# 5157939) is an Investment Advisor Representative working at Lpl Financial LLC in Forestburg, TX and has over 17 years of experience in the finance industry. James Nielsen 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.
Eric Vincent (CRD# 2076575) is an Investment Advisor Representative working at Lpl Financial LLC in Decatur, TX and has over 31 years of experience in the finance industry.
Ward Wallace (CRD# 3004978) is an Investment Advisor Representative working at Edward Jones in Bowie, TX and has over 26 years of experience in the finance industry.
Nathaniel Wood (CRD# 6243333) is an Investment Advisor Representative working at Edward Jones in Bowie, TX and has over 9 years of experience in the finance industry.
Samuel Bowker (CRD# 7260240) is an Investment Advisor Representative working at Edward Jones in Decatur, TX and has 1 year of experience in the finance industry.
Audrey Campbell (CRD# 6130889) is an Investment Advisor Representative working at Edward Jones in Decatur, TX and has 1 year of experience in the finance industry.
Joshua Hallmark (CRD# 6175099) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Bowie, TX and has over 10 years of experience in the finance industry.
Stephanie Newbury (CRD# 7023561) is an Investment Advisor Representative working at Edward Jones in Decatur, TX and has over 5 years of experience in the finance industry.