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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
Jarrett Thompson (CRD# 7568982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baytown, TX and has 1 year of experience in the finance industry.
Joseph Webster (CRD# 7255486) is an Investment Advisor Representative working at Avantax Advisory Services in Baytown, TX and has over 2 years of experience in the finance industry. Joseph Webster 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.
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster 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 putclients' interests first and comply with the Financial Planning Practice...
Alison James (CRD# 7438882) is an Investment Advisor Representative working at Worthwise Financial Partners in Houston, TX and has 30 years of experience in the finance industry. Alison James 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Suzanne D. Rismiller is a Director - Investments with the Houston-based Poindexter Group of Oppenheimer & Co., Inc. She also holds the Certified Financial Planner Professional (CFP®) designation. Her practice focuses on assisting individuals and families identify and work toward their goals. She advocates financial planning as an ongoing process; one that is regularly reviewed and adjusted.
Suzanne joined The Poindexter Group in 2017. In 2019, she was one of 45 Oppenheimer employees selected to participate in its Associate Financial Advisor program. As a part of this program, she assisted senior...
Emily Abernethy (CRD# 2199188) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 32 years of experience in the finance industry.
Charles Adi (CRD# 5771158) is an Investment Advisor Representative working at Blueprint 360 LLC in Houston, TX and has over 13 years of experience in the finance industry. Charles Adi 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.
Michael Agol (CRD# 2416929) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in League City, TX and has over 29 years of experience in the finance industry.
Pamela Ahlers (CRD# 1593463) is an Investment Advisor Representative working at Harbour Investments, Inc. in Houston, TX and has over 37 years of experience in the finance industry. Pamela Ahlers 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.