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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
Deborah Jones (CRD# 2364090) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, TX and has over 30 years of experience in the finance industry. Deborah Jones 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.
Kaleb Jones (CRD# 6077065) is an Investment Advisor Representative working at Lifestyle Asset Management, Inc. in Deer Park, TX and has over 8 years of experience in the finance industry. Kaleb Jones 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.
Steven Katcher (CRD# 1582751) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 37 years of experience in the finance industry.
Cynthia Kelley (CRD# 3222258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 24 years of experience in the finance industry.
Harris Kempner, Jr. (CRD# 4348122) is an Investment Advisor Representative working at Kempner Capital Management, Inc. in Galveston, TX and has 1 year of experience in the finance industry.
Shehzad Khan (CRD# 2771152) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Houston, TX and has over 27 years of experience in the finance industry.
Paula Kingsbury (CRD# 1523472) is an Investment Advisor Representative working at Avantax Advisory Services in Dickinson, TX and has over 37 years of experience in the finance industry.
William Kingsbury (CRD# 2752505) is an Investment Advisor Representative working at Kingsbury Financial Management, Inc. in Seabrook, TX and has over 27 years of experience in the finance industry.
Randall Klibert (CRD# 2507689) is an Investment Advisor Representative working at Edward Jones in Dickinson, TX and has over 29 years of experience in the finance industry.
Ryan Klibert (CRD# 5638245) is an Investment Advisor Representative working at Edward Jones in Webster, TX and has over 14 years of experience in the finance industry.