-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sherrill Thompson (CRD# 5282431) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 14 years of experience in the finance industry.
Sherry Travis (CRD# 3075276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 25 years of experience in the finance industry.
Montford Turley (CRD# 2720599) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 27 years of experience in the finance industry.
Jacob Vernon (CRD# 5060358) is an Investment Advisor Representative working at Edward Jones in Nederland, TX and has over 18 years of experience in the finance industry.
Kevin Wagner (CRD# 866514) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 44 years of experience in the finance industry.
James Walling (CRD# 4409520) is an Investment Advisor Representative working at Edward Jones in Port Neches, TX and has over 22 years of experience in the finance industry.
Samuel Watters (CRD# 2519478) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, TX and has over 29 years of experience in the finance industry. Samuel Watters 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.
Samuel Watters (CRD# 4823728) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Orange, TX and has over 19 years of experience in the finance industry.
Kayla Weeks (CRD# 6081177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 11 years of experience in the finance industry.
Daniel Weinbaum (CRD# 733674) is an Investment Advisor Representative working at Spindletop Commonwealth Advisors LLC in Beaumont, TX and has over 42 years of experience in the finance industry.