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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
Andrea Kelly (CRD# 3099131) is an Investment Advisor Representative working at Edward Jones in Cleburne, TX and has over 22 years of experience in the finance industry.
James Logan (CRD# 2143139) is an Investment Advisor Representative working at Edward Jones in Cleburne, TX and has over 32 years of experience in the finance industry.
Joy McHargue (CRD# 3045489) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cleburne, TX and has over 25 years of experience in the finance industry.
Craig Montgomery (CRD# 4655011) is an Investment Advisor Representative working at Edward Jones in Whitney, TX and has over 20 years of experience in the finance industry.
Brooke Moore (CRD# 5762802) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cleburne, TX and has over 14 years of experience in the finance industry.
Jay Moore (CRD# 2899493) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Cleburne, TX and has over 26 years of experience in the finance industry.
Leah Parent (CRD# 5910180) is an Investment Advisor Representative working at Edward Jones in Cleburne, TX and has over 5 years of experience in the finance industry.
Shawndi Purselley (CRD# 3147749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cleburne, TX and has over 23 years of experience in the finance industry. Shawndi Purselley 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 Rawls (CRD# 1447421) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Valley Mills, TX and has over 38 years of experience in the finance industry.
Stuart Romal (CRD# 1474022) is an Investment Advisor Representative working at Mml Investors Services, LLC in Whitney, TX and has over 38 years of experience in the finance industry.