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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
Kathleen Clark (CRD# 5461346) is an Investment Advisor Representative working at Edward Jones in Portland, TX and has over 16 years of experience in the finance industry.
Keith Clark (CRD# 2265427) is an Investment Advisor Representative working at Lpl Financial LLC in Corpus Christi, TX and has over 25 years of experience in the finance industry.
Stephen Clark (CRD# 4467379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corpus Christi, TX and has over 22 years of experience in the finance industry.
There are more ways to manage money than there are people that manage it. In these times you hear many words thrown around the financial industry and media: stocks, bonds, mutual funds, diversification, re-balancing, bulls, bears, etc. There are countless opinions and websites that seem dedicated to information overload, leaving you wondering whom to trust. At Cruger Financial Services we help you make sense of it all. Our focused investment recommendations are always based on your unique needs and are executed with complete transparency. You’ll never be left wondering what you’re invested in,...
Monte Custer (CRD# 811290) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Corpus Christi, TX and has over 42 years of experience in the finance industry.
John Davidson (CRD# 2789891) is an Investment Advisor Representative working at Davidson Capital Management, Inc. in Corpus Christi, TX and has 1 year of experience in the finance industry.
William Davidson (CRD# 4406705) is an Investment Advisor Representative working at Davidson Capital Management, Inc. in Corpus Christi, TX and has over 23 years of experience in the finance industry.
Marisa Decker (CRD# 5753409) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corpus Christi, TX and has over 14 years of experience in the finance industry.
John Demontel (CRD# 2397989) is an Investment Advisor Representative working at Principal Securities, Inc. in Corpus Christi, TX and has over 30 years of experience in the finance industry.
Michael Dennis (CRD# 7055376) is an Investment Advisor Representative working at Edward Jones in Corpus Christi, TX and has over 5 years of experience in the finance industry.