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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
Jason Mikeska (CRD# 4962984) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Victoria, TX and has over 18 years of experience in the finance industry.
Kenneth Mitchell (CRD# 2827761) is an Investment Advisor Representative working at Mitchell Group Delaware LLC in Sweet Home, TX and has over 27 years of experience in the finance industry.
Lydia Mobley (CRD# 2498748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yoakum, TX and has over 29 years of experience in the finance industry.
Kyle Noack (CRD# 6003068) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 11 years of experience in the finance industry. Kyle Noack 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.
Tommy Pietsch (CRD# 2048345) is an Investment Advisor Representative working at Lpl Financial LLC in Shiner, TX and has over 33 years of experience in the finance industry.
Sara Potts (CRD# 6695608) is an Investment Advisor Representative working at Keller Wealth Advisors in Victoria, TX and has over 6 years of experience in the finance industry. Sara Potts 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.
Tyler Ricottilli (CRD# 3125402) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Victoria, TX and has over 25 years of experience in the finance industry.
Michele Rohde (CRD# 4277370) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Victoria, TX and has over 17 years of experience in the finance industry.
Rocky Rohde (CRD# 6204031) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Victoria, TX and has over 10 years of experience in the finance industry.
David Sather (CRD# 2312957) is an Investment Advisor Representative working at Sather Financial Group, Inc. in Victoria, TX and has over 31 years of experience in the finance industry. David Sather 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.