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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
Steve Sterling (CRD# 2463823) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has over 30 years of experience in the finance industry.
Muhammad Subhani (CRD# 6690439) is an Investment Advisor Representative working at Toro Bravo Investment Advisors, LLC in Amarillo, TX and has over 7 years of experience in the finance industry.
Steven Swicegood (CRD# 1407881) is an Investment Advisor Representative working at Cx Institutional, LLC in Amarillo, TX and has over 38 years of experience in the finance industry. Steven Swicegood 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 Thompson (CRD# 1239731) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has over 40 years of experience in the finance industry.
Marwan Touma (CRD# 5329285) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Amarillo, TX and has over 16 years of experience in the finance industry.
Julio Tudon (CRD# 5425854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Amarillo, TX and has over 16 years of experience in the finance industry.
Gary Van Bakel (CRD# 1268280) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Amarillo, TX and has over 39 years of experience in the finance industry.
Jason Velky (CRD# 4952105) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Amarillo, TX and has over 18 years of experience in the finance industry.
Kyle Vest (CRD# 4219330) is an Investment Advisor Representative working at Edward Jones in Amarillo, TX and has over 23 years of experience in the finance industry.
Therese Walters (CRD# 1771479) is an Investment Advisor Representative working at Lpl Financial LLC in Amarillo, TX and has over 36 years of experience in the finance industry.