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Distance Only Humble, TX
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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 Ballard (CRD# 2194905) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 28 years of experience in the finance industry.
Mark Ladrew (CRD# 5782821) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 9 years of experience in the finance industry. Mark Ladrew 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.
Andrew Mac Laren (CRD# 1660725) is an Investment Advisor Representative working at Waddell & Reed in Austin, TX and has over 32 years of experience in the finance industry. Andrew Mac Laren 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.
Vincent Montenegro (CRD# 5494879) is an Investment Advisor Representative working at Waddell & Reed in Humble, TX and has over 11 years of experience in the finance industry. Vincent Montenegro 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.
Karla Scheve (CRD# 5841415) is an Investment Advisor Representative working at Waddell & Reed in Humble, TX and has over 8 years of experience in the finance industry. Karla Scheve 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.
George Thompson (CRD# 2227012) is an Investment Advisor Representative working at Waddell & Reed in Webster, TX and has over 14 years of experience in the finance industry. George Thompson 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.
Diana Van Horn (CRD# 5229802) is an Investment Advisor Representative working at Edward Jones in Humble, TX and has over 13 years of experience in the finance industry. Diana Van Horn 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.
Betty Vargas (CRD# 1546829) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 33 years of experience in the finance industry. Betty Vargas 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.
Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 12 years of experience in the finance industry.
Santiago Apodaca (CRD# 4426300) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 18 years of experience in the finance industry.