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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
Carol Sandlin (CRD# 6329480) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Georgetown, TX and has over 8 years of experience in the finance industry.
Donley Sargent (CRD# 1105815) is an Investment Advisor Representative working at Eagle Strategies LLC in Georgetown, TX and has over 39 years of experience in the finance industry. Donley Sargent 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.
Douglas Shannep (CRD# 1300491) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Georgetown, TX and has over 34 years of experience in the finance industry.
Matthew Shields (CRD# 5065210) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Georgetown, TX and has over 13 years of experience in the finance industry.
Jason Smith (CRD# 6931095) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Georgetown, TX and has over 5 years of experience in the finance industry.
Jerry Smith (CRD# 736316) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 30 years of experience in the finance industry.
Gregory Strickland (CRD# 2747677) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Georgetown, TX and has over 27 years of experience in the finance industry. Gregory Strickland 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.
Eric Stromfeld (CRD# 5694444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Georgetown, TX and has over 13 years of experience in the finance industry.
Zachary Thomas (CRD# 6924817) is an Investment Advisor Representative working at Growth Horizons Wealth Management LLC in Georgetown, TX and has over 5 years of experience in the finance industry.
Barry Tripp (CRD# 1099362) is an Investment Advisor Representative working at Supreme Alliance LLC in Georgetown, TX and has over 41 years of experience in the finance industry.