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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
Victoria Greene (CRD# 5490585) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in College Station, TX and has over 15 years of experience in the finance industry.
David Hailey (CRD# 5318829) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. David Hailey 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.
William Hayes (CRD# 5927675) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in College Sta, TX and has over 11 years of experience in the finance industry.
Jennifer Henderson (CRD# 1220399) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 40 years of experience in the finance industry.
Jarrod Hix (CRD# 4670220) is an Investment Advisor Representative working at Element Retirement & Investment Consultants, LLC in College Station, TX and has over 20 years of experience in the finance industry.
William Hoffman (CRD# 5653152) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bryan, TX and has over 14 years of experience in the finance industry.
Lynde Jackson (CRD# 5602344) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 15 years of experience in the finance industry.
Joseph James (CRD# 2388494) is an Investment Advisor Representative working at Lpl Financial LLC in College Station, TX and has over 27 years of experience in the finance industry. Joseph James 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.
Heath Johnson (CRD# 4596931) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in College Station, TX and has over 21 years of experience in the finance industry.
Timothy Johnson (CRD# 5719106) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in College Station, TX and has over 14 years of experience in the finance industry.