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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
Brian Tamplen (CRD# 2067686) is an Investment Advisor Representative working at Bird Dog Trading Corporation in Livingston, TX and has over 13 years of experience in the finance industry.
Vincent Treadwell (CRD# 1968965) is an Investment Advisor Representative working at Edward Jones in Lufkin, TX and has over 34 years of experience in the finance industry. Vincent Treadwell 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.
Joshua Ureke (CRD# 6478127) is an Investment Advisor Representative working at Edward Jones in Livingston, TX and has over 8 years of experience in the finance industry.
Claudia Valladares (CRD# 7028138) is an Investment Advisor Representative working at Kovar Wealth Management in Lufkin, TX and has over 5 years of experience in the finance industry.
Jeffrey Vanover (CRD# 4813059) is an Investment Advisor Representative working at Hilltop Securities Inc. in Lufkin, TX and has over 19 years of experience in the finance industry. Jeffrey Vanover 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.
Joshua Vinson (CRD# 6948802) is an Investment Advisor Representative working at Kovar Wealth Management in Lufkin, TX and has over 6 years of experience in the finance industry.
Bradley Welborn (CRD# 3051803) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Livingston, TX and has over 25 years of experience in the finance industry.
Robert West (CRD# 5684738) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lufkin, TX and has over 14 years of experience in the finance industry.
Trey Wilkerson (CRD# 2918830) is an Investment Advisor Representative working at Lpl Financial LLC in Diboll, TX and has over 26 years of experience in the finance industry.
Brian Zbylot (CRD# 4293686) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lufkin, TX and has over 23 years of experience in the finance industry.