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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
Charles Burns (CRD# 6060184) is an Investment Advisor Representative working at Academy Capital Management in Waco, TX and has over 11 years of experience in the finance industry.
Joseph Calao (CRD# 2811513) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Waco, TX and has over 27 years of experience in the finance industry.
Phillip Castle (CRD# 2619152) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Waco, TX and has over 28 years of experience in the finance industry.
Kristen Chamblee (CRD# 6698939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 7 years of experience in the finance industry.
Robert Cluck (CRD# 1735383) is an Investment Advisor Representative working at The Aspen Equity Group in Waco, TX and has over 36 years of experience in the finance industry. Robert Cluck 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.
Colin Cohen (CRD# 2957285) is an Investment Advisor Representative working at Lpl Financial LLC in Waco, TX and has over 26 years of experience in the finance industry.
William Curtiss (CRD# 5872853) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Waco, TX and has over 13 years of experience in the finance industry.
Brian Davis (CRD# 3142471) is an Investment Advisor Representative working at Cx Institutional, LLC in Woodway, TX and has over 25 years of experience in the finance industry. Brian Davis 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.
Terrence Dewitt (CRD# 6529624) is an Investment Advisor Representative working at O'brien-staley Partners in Waco, TX and has 1 year of experience in the finance industry.
William Dietz (CRD# 2811516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 27 years of experience in the finance industry.