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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
Louis Presley (CRD# 5576194) is an Investment Advisor Representative working at Presley Capital Management, LLC in Cresson, TX and has over 16 years of experience in the finance industry.
Shawndi Purselley (CRD# 3147749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleburne, TX and has over 23 years of experience in the finance industry. Shawndi Purselley 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.
Barry Rose (CRD# 5706027) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Godley, TX and has over 14 years of experience in the finance industry.
Jill Shaw (CRD# 5448327) is an Investment Advisor Representative working at Edward Jones in Granbury, TX and has over 9 years of experience in the finance industry.
Erin Stamper (CRD# 1879188) is an Investment Advisor Representative working at Pnc Investments in Cleburne, TX and has over 35 years of experience in the finance industry.
Jason Valek (CRD# 6060814) is an Investment Advisor Representative working at Edward Jones in Crowley, TX and has over 11 years of experience in the finance industry.
Matthew Victory (CRD# 6446672) is an Investment Advisor Representative working at Lpl Financial LLC in Cleburne, TX and has over 9 years of experience in the finance industry.
Michael Victory (CRD# 4754942) is an Investment Advisor Representative working at Lpl Financial LLC in Cleburne, TX and has over 20 years of experience in the finance industry.
Timothy Webster (CRD# 1385553) is an Investment Advisor Representative working at Planmember Securities Corporation in Granbury, TX and has over 27 years of experience in the finance industry.
Robert Welborn (CRD# 6046099) is an Investment Advisor Representative working at Advisory Services Network in Granbury, TX and has over 12 years of experience in the finance industry.