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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
Justin Lakin (CRD# 6592105) is an Investment Advisor Representative working at Eagle Strategies LLC in Diana, TX and has over 7 years of experience in the finance industry.
Michelle Lamond (CRD# 3235029) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 17 years of experience in the finance industry.
Charles Maraggia (CRD# 7298225) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Carthage, TX and has over 2 years of experience in the finance industry.
Den Murley (CRD# 7440587) is an Investment Advisor Representative working at Belonging Wealth Management in Longview, TX and has 1 year of experience in the finance industry. Den Murley 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.
Tyler Newman (CRD# 7571802) is an Investment Advisor Representative working at Lpl Financial LLC in Longview, TX and has 1 year of experience in the finance industry.
Aurelio Ortiz (CRD# 7578661) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has 1 year of experience in the finance industry.
Preston Paul (CRD# 6993398) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has over 2 years of experience in the finance industry.
David Powell (CRD# 3051890) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Henderson, TX and has over 25 years of experience in the finance industry.
Ronald Powell (CRD# 2646837) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Henderson, TX and has over 28 years of experience in the finance industry. Ronald Powell 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.
Clinton Quinn (CRD# 7374763) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Longview, TX and has over 2 years of experience in the finance industry. Clinton Quinn 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.