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Distance Only Heath, TX
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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
Scott Carpenter (CRD# 2701304) is an Investment Advisor Representative working at Pro:act Capital Management LLC in Heath, TX and has over 28 years of experience in the finance industry.
Samuth Ean (CRD# 4749171) is an Investment Advisor Representative working at Lpl Financial LLC in Heath, TX and has over 18 years of experience in the finance industry.
Wesley Oliver (CRD# 5737002) is an Investment Advisor Representative working at Edward Jones in Heath, TX and has over 14 years of experience in the finance industry.
Jason Palmer (CRD# 6612337) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Heath, TX and has over 8 years of experience in the finance industry.
John Rivera (CRD# 5336853) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Heath, TX and has over 16 years of experience in the finance industry.
Russell Shaul (CRD# 5116729) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Heath, TX and has over 17 years of experience in the finance industry.
Jill Slayton (CRD# 1898524) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Heath, TX and has over 35 years of experience in the finance industry. Jill Slayton 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.
Joel Williams (CRD# 4856379) is an Investment Advisor Representative working at Spc in Heath, TX and has over 19 years of experience in the finance industry.
Tyler Hembree (CRD# 6428801) is an Investment Advisor Representative working at Advice And Planning Services in Heath, TX and has over 9 years of experience in the finance industry.
Ronald Stolman (CRD# 7296475) is an Investment Advisor Representative working at Advisor Resource Council in Heath, TX and has over 3 years of experience in the finance industry.