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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
Dale Johnson (CRD# 1027344) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Abilene, TX and has over 41 years of experience in the finance industry.
Mark Kappel (CRD# 6439963) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Abilene, TX and has over 9 years of experience in the finance industry.
Jennifer Lee-Shultz (CRD# 2422813) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 30 years of experience in the finance industry.
Jerry Love (CRD# 5915563) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Abilene, TX and has 1 year of experience in the finance industry. Jerry Love 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.
Bobby Lucas (CRD# 3153235) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Abilene, TX and has over 25 years of experience in the finance industry. Bobby Lucas 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.
Blake Marion (CRD# 6382572) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 9 years of experience in the finance industry.
Benjamin McAnally (CRD# 5487500) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Abilene, TX and has over 15 years of experience in the finance industry.
Brendan Messenger (CRD# 5264494) is an Investment Advisor Representative working at Koda Wealth Management in Abilene, TX and has over 17 years of experience in the finance industry. Brendan Messenger 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.
Floyd Miller (CRD# 1103971) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Abilene, TX and has over 40 years of experience in the finance industry.
Mark Miller (CRD# 1783677) is an Investment Advisor Representative working at Edward Jones in Abilene, TX and has over 36 years of experience in the finance industry.