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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
Henry Troell (CRD# 3064834) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gilmer, TX and has over 25 years of experience in the finance industry.
Patrick Vanburkleo (CRD# 2123746) is an Investment Advisor Representative working at Lpl Financial LLC in Gilmer, TX and has over 32 years of experience in the finance industry. Patrick Vanburkleo 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.
Michael Verhalen (CRD# 1651235) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshall, TX and has over 37 years of experience in the finance industry.
Gary Vestal (CRD# 1707075) is an Investment Advisor Representative working at Edward Jones in Gilmer, TX and has over 30 years of experience in the finance industry.
Joseph Wallace (CRD# 715694) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Longview, TX and has over 43 years of experience in the finance industry.
Randall Ward (CRD# 2183029) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Longview, TX and has over 17 years of experience in the finance industry.
David Ware (CRD# 5260588) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Longview, TX and has over 7 years of experience in the finance industry.
Abbe Weaver (CRD# 5410508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Longview, TX and has over 12 years of experience in the finance industry.
Tracy Webb (CRD# 2476057) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Longview, TX and has over 28 years of experience in the finance industry.
Blake White (CRD# 5897304) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Longview, TX and has over 10 years of experience in the finance industry. Blake White 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.