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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
Hugh Stout (CRD# 5658255) is an Investment Advisor Representative working at Integrated Advisors Network LLC in McGregor, TX and has over 14 years of experience in the finance industry.
Cheryl Traudt (CRD# 6862907) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 6 years of experience in the finance industry.
Nita Tucker (CRD# 3123218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 14 years of experience in the finance industry.
Charles Virnau (CRD# 6868756) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 6 years of experience in the finance industry.
Gary Vogel (CRD# 2009730) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Waco, TX and has over 34 years of experience in the finance industry.
Richard Wallace (CRD# 2954721) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 26 years of experience in the finance industry.
Trevor Wardlaw (CRD# 2946442) is an Investment Advisor Representative working at Wardlaw Wealth Management LLC in Waco, TX and has over 26 years of experience in the finance industry.
Phillip Weaver (CRD# 5173316) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 17 years of experience in the finance industry. Phillip Weaver 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.
Lorenz Wessler (CRD# 5097141) is an Investment Advisor Representative working at John Wessler & Associates in Waco, TX and has over 18 years of experience in the finance industry.
Bradley Wilson (CRD# 3110902) is an Investment Advisor Representative working at Edward Jones in Woodway, TX and has over 25 years of experience in the finance industry.