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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
James Butler (CRD# 5146584) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in El Paso, TX and has over 11 years of experience in the finance industry. James Butler 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.
Milner Carballo (CRD# 2457432) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in El Paso, TX and has over 24 years of experience in the finance industry.
David Duchouquette (CRD# 718359) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in El Paso, TX and has over 35 years of experience in the finance industry. David Duchouquette 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.
Miguel Gomez-Garcia (CRD# 5451641) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 10 years of experience in the finance industry. Miguel Gomez-Garcia 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.
Robert Halter (CRD# 4455315) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in El Paso, TX and has over 16 years of experience in the finance industry. Robert Halter 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.
Robert Heasley (CRD# 241136) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in El Paso, TX and has over 34 years of experience in the finance industry.
David Lindau (CRD# 1682582) is an Investment Advisor Representative working at Lauterbach Financial Advisors, LLC in El Paso, TX and has over 30 years of experience in the finance industry. David Lindau 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.
Jesus Longoria (CRD# 4406531) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in El Paso, TX and has over 16 years of experience in the finance industry. Jesus Longoria 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.
Carolyn Mora (CRD# 2838521) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in El Paso, TX and has over 21 years of experience in the finance industry. Carolyn Mora 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.