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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
Jay Khatter (CRD# 1151675) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Allen, TX and has over 37 years of experience in the finance industry.
Joseph Killgore (CRD# 5704662) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Greenville, TX and has over 10 years of experience in the finance industry. Joseph Killgore 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.
Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 24 years of experience in the finance industry.
Lisa Mahr (CRD# 6424696) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 9 years of experience in the finance industry.
Eric Manskey (CRD# 5183087) is an Investment Advisor Representative working at Edward Jones in Greenville, TX and has over 17 years of experience in the finance industry.
Billy Miller (CRD# 1644439) is an Investment Advisor Representative working at Edward Jones in Greenville, TX and has over 36 years of experience in the finance industry.
Gregory Mills (CRD# 4187927) is an Investment Advisor Representative working at Edward Jones in Quitman, TX and has over 23 years of experience in the finance industry.
Larry Money (CRD# 5587819) is an Investment Advisor Representative working at Avantax Advisory Services in Greenville, TX and has over 15 years of experience in the finance industry.
John Pegues (CRD# 3016288) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Alba, TX and has over 25 years of experience in the finance industry.
John Pullen (CRD# 3257741) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenville, TX and has over 24 years of experience in the finance industry.