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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
Kate Pacheco (CRD# 7824149) is an Investment Advisor Representative working at Ask Capital Investment Managers in Amarillo, TX and has 1 year of experience in the finance industry.
Patrick Phillips (CRD# 1021928) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Amarillo, TX and has over 36 years of experience in the finance industry. Patrick Phillips 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.
Madison Plumley (CRD# 7424849) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has 1 year of experience in the finance industry.
Samuel Saied (CRD# 5715989) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Amarillo, TX and has over 13 years of experience in the finance industry.
Brandon Sellers (CRD# 7808537) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Amarillo, TX and has 1 year of experience in the finance industry.
Jamie Smith (CRD# 4636069) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Amarillo, TX and has 1 year of experience in the finance industry.
Sunny Strickland (CRD# 7291265) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Amarillo, TX and has over 3 years of experience in the finance industry.
H Sturgeon (CRD# 7162534) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has over 4 years of experience in the finance industry.
Robin Ure (CRD# 7649349) is an Investment Advisor Representative working at Primerica Advisors in Amarillo, TX and has 1 year of experience in the finance industry.
Philip Vann (CRD# 7208066) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has 1 year of experience in the finance industry. Philip Vann 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.