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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
Kevin Severance (CRD# 7814848) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bryan, TX and has 1 year of experience in the finance industry.
Ryan Ullmann (CRD# 6657988) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bryan, TX and has over 7 years of experience in the finance industry.
Trace Urquhart (CRD# 6917916) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bryan, TX and has over 4 years of experience in the finance industry.
R Atkinson (CRD# 2205730) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 32 years of experience in the finance industry.
Andrea Billquist (CRD# 6683079) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has over 7 years of experience in the finance industry. Andrea Billquist 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.
John Bohnsack (CRD# 5334664) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in College Station, TX and has over 16 years of experience in the finance industry. John Bohnsack 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.
Janet Briaud (CRD# 1891284) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. Janet Briaud 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.
Gregory Browning (CRD# 4275321) is an Investment Advisor Representative working at Edward Jones in Caldwell, TX and has over 23 years of experience in the finance industry.
Ashley Brunson (CRD# 5231410) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 12 years of experience in the finance industry.
Curtis Burch (CRD# 6906199) is an Investment Advisor Representative working at Destiny Capital Corporation in College Station, TX and has 1 year of experience in the finance industry. Curtis Burch 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.