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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
Dana Napier (CRD# 2548155) is an Investment Advisor Representative working at Wells Fargo Advisors in Tyler, TX and has over 29 years of experience in the finance industry. Dana Napier 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.
Lisa New (CRD# 6052661) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 11 years of experience in the finance industry.
Carl Newman (CRD# 5326626) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, TX and has over 16 years of experience in the finance industry. Carl Newman 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.
Reece Nichols (CRD# 4477405) is an Investment Advisor Representative working at Edward Jones in Kilgore, TX and has over 22 years of experience in the finance industry.
Vernon Nicholson (CRD# 1186994) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Tyler, TX and has over 40 years of experience in the finance industry.
Tiffany Olason (CRD# 3137989) is an Investment Advisor Representative working at Wells Fargo Advisors in Tyler, TX and has over 13 years of experience in the finance industry.
Bradley Oleary (CRD# 5205085) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 17 years of experience in the finance industry.
Dwight Oliver (CRD# 2134507) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tyler, TX and has over 32 years of experience in the finance industry.
Erin Ortiz (CRD# 3142611) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Tyler, TX and has over 20 years of experience in the finance industry.
Michael Oxsheer (CRD# 6138237) is an Investment Advisor Representative working at Edward Jones in Longview, TX and has over 11 years of experience in the finance industry.