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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
James Myatt (CRD# 1000072) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 42 years of experience in the finance industry.
Donna Phelps (CRD# 3160013) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 25 years of experience in the finance industry.
Traci Plemons (CRD# 3138522) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waco, TX and has over 24 years of experience in the finance industry.
Mike Pore (CRD# 5916590) is an Investment Advisor Representative working at Investa Asset Management LLC in Marlin, TX and has over 11 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 38 years of experience in the finance industry.
Brian Reinowski (CRD# 6630876) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 7 years of experience in the finance industry.
Brian Remson (CRD# 5775502) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodland, TX and has over 11 years of experience in the finance industry. Brian Remson 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.
Hattie Ritchey (CRD# 1135722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 20 years of experience in the finance industry.
Joanna Rogers (CRD# 4929259) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 16 years of experience in the finance industry.
Matthew Rollins (CRD# 5592821) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 15 years of experience in the finance industry.