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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
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 25 years of experience in the finance industry. Brian Davis 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.
Terrence Dewitt (CRD# 6529624) is an Investment Advisor Representative working at O'brien-staley Partners in Waco, TX and has 1 year of experience in the finance industry.
William Dietz (CRD# 2811516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 27 years of experience in the finance industry.
Matthew Dill (CRD# 5079631) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waco, TX and has over 18 years of experience in the finance industry.
Markham Dossett (CRD# 1058149) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Crawford, TX and has over 41 years of experience in the finance industry.
Harold Farell (CRD# 5477235) is an Investment Advisor Representative working at Farell Financial Advisory Services in Waco, TX and has 1 year of experience in the finance industry. Harold Farell 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.
Amy Fields (CRD# 2480560) is an Investment Advisor Representative working at Investments Plus LLC in Waco, TX and has over 29 years of experience in the finance industry.
Ronald Freeman (CRD# 2184945) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 32 years of experience in the finance industry.
Rose Garcia (CRD# 2066422) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 30 years of experience in the finance industry.
Melvin Gardner (CRD# 5257776) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Waco, TX and has over 17 years of experience in the finance industry.