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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
Laura Sodhi (CRD# 6235844) is an Investment Advisor Representative working at Huntington Financial Advisors in College Station, TX and has over 9 years of experience in the finance industry. Laura Sodhi 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 Soules (CRD# 6273966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 10 years of experience in the finance industry.
Mark Symm (CRD# 2856764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in College Station, TX and has over 27 years of experience in the finance industry.
Aubry Taylor (CRD# 6440763) is an Investment Advisor Representative working at Tdc Capital Advisors, Inc. in College Station, TX and has over 9 years of experience in the finance industry.
William Tebeaux (CRD# 2210960) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 31 years of experience in the finance industry. William Tebeaux 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.
James Turnbo (CRD# 5780052) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 13 years of experience in the finance industry.
James West (CRD# 2902887) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 23 years of experience in the finance industry.
Noel Woolverton (CRD# 1535833) is an Investment Advisor Representative working at Traditions Wealth Advisors, LLC in College Station, TX and has over 26 years of experience in the finance industry. Noel Woolverton 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.
Eric Wylie with Element Retirement & Investment Consultants is an independent, fee-only Registered Investment Advisor located in College Station, Texas. We look at our clients’ entire financial picture, not just their investment assets, in order to develop and implement an inspiring vision of their financial future and a realistic strategy to achieve it. All of this is accomplished through research, experience, and unparalleled attention to relationship and service.
Eric's passion is to help others, and you are encouraged to call with ANY questions of a financial nature. Because the only...
Khalid Alrashed (CRD# 5043134) is an Investment Advisor Representative working at State Farm Investment Management Corp. in College Station, TX and has over 16 years of experience in the finance industry.