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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
Gary Knight (CRD# 6370200) is an Investment Advisor Representative working at Edward Jones in Belton, TX and has over 9 years of experience in the finance industry.
Jacklyn Lackey (CRD# 5520544) is an Investment Advisor Representative working at The Ayco Company, LP in Belton, TX and has over 15 years of experience in the finance industry.
Kyle Loftin (CRD# 4261101) is an Investment Advisor Representative working at Primerica Advisors in Harker Heights, TX and has over 23 years of experience in the finance industry.
Stephanie Lovria (CRD# 5562911) is an Investment Advisor Representative working at Lpl Financial LLC in Belton, TX and has over 15 years of experience in the finance industry.
Jaime Madrid (CRD# 2176085) is an Investment Advisor Representative working at Edward Jones in Harker Heights, TX and has over 21 years of experience in the finance industry.
Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 20 years of experience in the finance industry.
Jeffrey McClure (CRD# 1089802) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 41 years of experience in the finance industry. Jeffrey McClure 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.
Hugh Menking (CRD# 3053782) is an Investment Advisor Representative working at Edward Jones in Killeen, TX and has over 25 years of experience in the finance industry.
Megan Mills (CRD# 6842290) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Jarrell, TX and has over 6 years of experience in the finance industry. Megan Mills 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.
Norman Mitchell (CRD# 4345819) is an Investment Advisor Representative working at Primerica Advisors in Killeen, TX and has over 23 years of experience in the finance industry.