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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
Travis Vollmering (CRD# 6073782) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bryan, TX and has over 8 years of experience in the finance industry.
James West (CRD# 2902887) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 23 years of experience in the finance industry.
James Whiddon (CRD# 1632867) is an Investment Advisor Representative working at Evidence Wealth, LLC in Bryan, TX and has over 37 years of experience in the finance industry. James Whiddon 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.
Noel Woolverton (CRD# 1535833) is an Investment Advisor Representative working at Traditions Wealth Advisors, LLC in College Station, TX and has over 26 years of experience in the finance industry. Noel Woolverton 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.
Casey Wright (CRD# 4236723) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in College Sta, TX and has over 23 years of experience in the finance industry.
Robert Wyatt (CRD# 2465494) is an Investment Advisor Representative working at Wells Fargo Advisors in Bryan, TX and has over 29 years of experience in the finance industry.
Eric Wylie with Element Retirement & Investment Consultants is an independent, fee-only Registered Investment Advisor located in College Station, Texas. We look at our clients’ entire financial picture, not just their investment assets, in order to develop and implement an inspiring vision of their financial future and a realistic strategy to achieve it. All of this is accomplished through research, experience, and unparalleled attention to relationship and service.
Eric's passion is to help others, and you are encouraged to call with ANY questions of a financial nature. Because the only...
Caleb Baker (CRD# 7493775) is an Investment Advisor Representative working at Eagle Strategies LLC in Bryan, TX and has 1 year of experience in the finance industry.
Lee Bowman (CRD# 7208244) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Bryan, TX and has over 3 years of experience in the finance industry.
Joel Bravo (CRD# 7608777) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has 1 year of experience in the finance industry.