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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
David Everest (CRD# 3031103) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 22 years of experience in the finance industry.
Jeffrey Farley (CRD# 1326180) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Katy, TX and has over 39 years of experience in the finance industry. Jeffrey Farley 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.
Robert Fielder (CRD# 1738375) is an Investment Advisor Representative working at Park 10 Financial LLC in Houston, TX and has over 23 years of experience in the finance industry.
Thomas Fons (CRD# 2738064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Katy, TX and has over 27 years of experience in the finance industry.
Stephen Foster (CRD# 4851836) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tomball, TX and has over 19 years of experience in the finance industry.
Kevin Fruge (CRD# 7048921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 5 years of experience in the finance industry.
Sandra Gallegos (CRD# 3015906) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 23 years of experience in the finance industry.
Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Cwm, LLC in Katy, TX and has over 15 years of experience in the finance industry. Zainab Gandhi 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.
Jasmine Garrett (CRD# 6086744) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 11 years of experience in the finance industry.