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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
Bryce Martens (CRD# 5427029) is an Investment Advisor Representative working at Edward Jones in Madill, OK and has over 16 years of experience in the finance industry.
Christopher Medaris (CRD# 5854530) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sherman, TX and has over 13 years of experience in the finance industry.
Michael Morgan (CRD# 4725083) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sherman, TX and has over 20 years of experience in the finance industry.
James Oldham (CRD# 1263492) is an Investment Advisor Representative working at Primerica Advisors in Denison, TX and has over 39 years of experience in the finance industry.
Shane Pruitt (CRD# 6142894) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sherman, TX and has over 11 years of experience in the finance industry.
John Roewe (CRD# 4665272) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pottsboro, TX and has over 20 years of experience in the finance industry.
Alex Sherman (CRD# 6706519) is an Investment Advisor Representative working at Edward Jones in Pottsboro, TX and has over 7 years of experience in the finance industry.
Todd Simpson (CRD# 4808880) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman, TX and has over 19 years of experience in the finance industry. Todd Simpson 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.
Terry Stogsdill (CRD# 6133517) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman, TX and has over 11 years of experience in the finance industry.
Homer Thornton (CRD# 1413678) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Denison, TX and has over 14 years of experience in the finance industry.