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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
Caleb Byrd (CRD# 5678549) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 7 years of experience in the finance industry.
Monte Byrd (CRD# 1662905) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 36 years of experience in the finance industry.
Wade Dillman (CRD# 6219382) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 10 years of experience in the finance industry.
Terry Hoover (CRD# 3255351) is an Investment Advisor Representative working at Edward Jones in Bellville, TX and has over 23 years of experience in the finance industry.
Amy Kaase (CRD# 5658270) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 14 years of experience in the finance industry.
Edith Moreno (CRD# 6930547) is an Investment Advisor Representative working at M.c. Byrd Wealth Management, LLC in Bellville, TX and has over 5 years of experience in the finance industry.
Tray Moses (CRD# 6888160) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 5 years of experience in the finance industry.
Charlene Wehring (CRD# 2826107) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 27 years of experience in the finance industry.
Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Cgn Advisors, LLC in Fulshear, TX and has over 16 years of experience in the finance industry. Johnathan Aelmore 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.
Felise Anderson (CRD# 4026275) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wallis, TX and has over 9 years of experience in the finance industry.