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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
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.
Stuart Romal (CRD# 1474022) is an Investment Advisor Representative working at Mml Investors Services, LLC in Whitney, TX and has over 38 years of experience in the finance industry.
Timothy Rothenbush (CRD# 5315192) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 9 years of experience in the finance industry.
Joshua Satterfield (CRD# 4746649) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 20 years of experience in the finance industry.
Loren Schwartz (CRD# 2402955) 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.
Samuel Simpson (CRD# 835124) is an Investment Advisor Representative working at Capital Square, LLC in Waco, TX and has over 42 years of experience in the finance industry. Samuel Simpson 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.
Douglas Still (CRD# 5310460) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 16 years of experience in the finance industry.
Hugh Stout (CRD# 5658255) is an Investment Advisor Representative working at Integrated Advisors Network LLC in McGregor, TX and has over 14 years of experience in the finance industry.
Nita Tucker (CRD# 3123218) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 14 years of experience in the finance industry.