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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
Parker Troutner (CRD# 6685136) is an Investment Advisor Representative working at Woodstock Wealth Management, Inc. in Willis, TX and has over 7 years of experience in the finance industry.
John Walling (CRD# 1586153) is an Investment Advisor Representative working at Infinity Financial Services Advisory in Willis, TX and has over 36 years of experience in the finance industry.
Robert Zoda (CRD# 1719613) is an Investment Advisor Representative working at Zoda Financial, LLC in Montgomery, TX and has over 36 years of experience in the finance industry. Robert Zoda 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.
Crystal Coley (CRD# 7485127) is an Investment Advisor Representative working at Edward Jones in Montgomery, TX and has over 2 years of experience in the finance industry.
Andrew Garay (CRD# 7248905) is an Investment Advisor Representative working at Edward Jones in Montgomery, TX and has over 3 years of experience in the finance industry.
Guadalupe Martinez (CRD# 5559467) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Willis, TX and has over 15 years of experience in the finance industry.
Daniela Pratt (CRD# 5886170) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montgomery, TX and has over 13 years of experience in the finance industry.
Alexis Roberts (CRD# 7262063) is an Investment Advisor Representative working at Alexis Investment Partners, LLC in Montgomery, TX and has over 3 years of experience in the finance industry.
Shanon Salsbury (CRD# 5121849) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montgomery, TX and has over 17 years of experience in the finance industry.
Timothy Steenwyk (CRD# 7354803) is an Investment Advisor Representative working at Timothy Craig Steenwyk in Montgomery, TX and has over 3 years of experience in the finance industry.