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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 Egan (CRD# 1336572) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Woodlands, TX and has over 15 years of experience in the finance industry.
Terrance Elder (CRD# 1064873) is an Investment Advisor Representative working at Us 1st Wealth Management in Kingwood, TX and has over 41 years of experience in the finance industry. Terrance Elder 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.
Gabriel Elorduy (CRD# 3142902) is an Investment Advisor Representative working at Bulltick Wealth Management, LLC in Shenamdoah, TX and has over 25 years of experience in the finance industry.
Clifford Ely (CRD# 4024379) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Willis, TX and has over 24 years of experience in the finance industry.
Nathaniel Ervin Iii (CRD# 2788385) is an Investment Advisor Representative working at Primerica Advisors in Houston, TX and has over 16 years of experience in the finance industry.
Edwin Espinosa (CRD# 1051878) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 25 years of experience in the finance industry.
Daniel Evans (CRD# 6315898) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry. Daniel Evans 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.
David Farrell (CRD# 2570228) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Humble, TX and has over 26 years of experience in the finance industry.
Kathleen Fechik (CRD# 2585106) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Spring, TX and has over 29 years of experience in the finance industry.
Robert Fenno (CRD# 4947700) is an Investment Advisor Representative working at Edelman Financial Engines in Spring, TX and has over 18 years of experience in the finance industry.