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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
Joseph Dewhart (CRD# 5533815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cypress, TX and has over 15 years of experience in the finance industry. Joseph Dewhart 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.
Wade Dillman (CRD# 6219382) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 10 years of experience in the finance industry.
Gerald Dolinsky (CRD# 4779257) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 20 years of experience in the finance industry. Gerald Dolinsky 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.
James Donewald (CRD# 5769200) is an Investment Advisor Representative working at Cris Capital, Ltd. in Katy, TX and has over 14 years of experience in the finance industry.
Vincent Doucette (CRD# 4333920) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 20 years of experience in the finance industry.
Keith Draehn (CRD# 2978952) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Katy, TX and has over 26 years of experience in the finance industry.
Joseph Dyal (CRD# 5411605) is an Investment Advisor Representative working at Franklin, Parlapiano, Turner & Welch LLC in Houston, TX and has over 16 years of experience in the finance industry. Joseph Dyal 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.
Melvin Ehlert (CRD# 1081944) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Brenham, TX and has over 41 years of experience in the finance industry.
Flaxon Elrod (CRD# 5818345) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 8 years of experience in the finance industry. Flaxon Elrod 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.
Tessa Elrod (CRD# 5608539) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 12 years of experience in the finance industry. Tessa Elrod 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.