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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
Melvin Gardner (CRD# 5257776) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bellmead, TX and has over 11 years of experience in the finance industry.
Terry Adam (CRD# 2137572) is an Investment Advisor Representative working at Academy Capital Management in Waco, TX and has over 27 years of experience in the finance industry.
Donald Christie (CRD# 2323504) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Waco, TX and has over 25 years of experience in the finance industry. Donald Christie 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.
Robert Cluck (CRD# 1735383) is an Investment Advisor Representative working at The Aspen Equity Group in Waco, TX and has over 30 years of experience in the finance industry. Robert Cluck 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.
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 19 years of experience in the finance industry. Brian Davis 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.
Thomas Flowers (CRD# 1398808) is an Investment Advisor Representative working at Ecapital Advisors, Inc. in Waco, TX and has over 32 years of experience in the finance industry. Thomas Flowers 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.
Scott Granowski (CRD# 1335846) is an Investment Advisor Representative working at Academy Capital Management in Waco, TX and has over 32 years of experience in the finance industry.
James Rawls (CRD# 1447421) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Valley Mills, TX and has over 32 years of experience in the finance industry.
Thomas Albers (CRD# 1636690) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 13 years of experience in the finance industry.
Brian Bachik (CRD# 2640784) is an Investment Advisor Representative working at Investors Brokerage Of Texas, Ltd. in Waco, TX and has over 22 years of experience in the finance industry.