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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
Lisa Conner (CRD# 4439355) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brenham, TX and has over 22 years of experience in the finance industry.
Victoria Cooper (CRD# 4829878) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 5 years of experience in the finance industry.
Cody Cox (CRD# 5948100) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Katy, TX and has over 10 years of experience in the finance industry.
Donald Cox (CRD# 1369976) is an Investment Advisor Representative working at Cox Global Associates Inc. in Katy, TX and has over 38 years of experience in the finance industry.
David Crews (CRD# 4911213) is an Investment Advisor Representative working at Crews Capital Management, LP in Cypress, TX and has over 19 years of experience in the finance industry.
Nathan Dagley (CRD# 3204502) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 24 years of experience in the finance industry.
Eric Davis (CRD# 6811097) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 6 years of experience in the finance industry.
Scott Dean (CRD# 5216644) is an Investment Advisor Representative working at Lpl Financial LLC in Montgomery, TX and has over 17 years of experience in the finance industry.
Chad Devens (CRD# 6593156) is an Investment Advisor Representative working at Edward Jones in Tomball, TX and has over 8 years of experience in the finance industry.
Jacqueline Dewese (CRD# 5062157) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 18 years of experience in the finance industry. Jacqueline Dewese 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.