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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
Jeffrey McClure (CRD# 1089802) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 41 years of experience in the finance industry. Jeffrey McClure 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.
Hugh Menking (CRD# 3053782) is an Investment Advisor Representative working at Edward Jones in Killeen, TX and has over 25 years of experience in the finance industry.
Megan Mills (CRD# 6842290) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Jarrell, TX and has over 6 years of experience in the finance industry. Megan Mills 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.
Norman Mitchell (CRD# 4345819) is an Investment Advisor Representative working at Primerica Advisors in Killeen, TX and has over 23 years of experience in the finance industry.
Neil Poehlmann (CRD# 6989577) is an Investment Advisor Representative working at Edward Jones in Killeen, TX and has over 5 years of experience in the finance industry.
Oliver Puhr (CRD# 4449724) is an Investment Advisor Representative working at Edward Jones in Gatesville, TX and has over 15 years of experience in the finance industry.
Jennifer Radford (CRD# 2863354) is an Investment Advisor Representative working at Next Financial Group, Inc. in Lampasas, TX and has over 26 years of experience in the finance industry.
Nathan Sloan (CRD# 5741434) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harker Heights, TX and has over 13 years of experience in the finance industry.
Earnest Smith (CRD# 2338015) is an Investment Advisor Representative working at Lpl Financial LLC in Killeen, TX and has over 30 years of experience in the finance industry.
Troy Smith (CRD# 5073760) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Salado, TX and has over 18 years of experience in the finance industry.