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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
Ryan Lacy (CRD# 7191042) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 3 years of experience in the finance industry.
Michelle Lamond (CRD# 3235029) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 17 years of experience in the finance industry.
Den Murley (CRD# 7440587) is an Investment Advisor Representative working at Belonging Wealth Management in Longview, TX and has 1 year of experience in the finance industry. Den Murley 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 Newman (CRD# 7571802) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, TX and has 1 year of experience in the finance industry.
Aurelio Ortiz (CRD# 7578661) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has 1 year of experience in the finance industry.
Preston Paul (CRD# 6993398) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has over 2 years of experience in the finance industry.
Clinton Quinn (CRD# 7374763) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Longview, TX and has over 2 years of experience in the finance industry. Clinton Quinn 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.
Allen Rand (CRD# 7250287) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 2 years of experience in the finance industry.
John Reed (CRD# 7470857) is an Investment Advisor Representative working at 1 Timothy 6 V 7 LLC in Longview, TX and has over 2 years of experience in the finance industry.
Kevin Rossow (CRD# 6162082) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Longview, TX and has over 4 years of experience in the finance industry.