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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
Meredith Lovelace (CRD# 4686627) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wichita Falls, TX and has over 19 years of experience in the finance industry.
Michael McCluskey (CRD# 4593650) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wichita Falls, TX and has over 21 years of experience in the finance industry.
Cody Moody (CRD# 6108699) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita Falls, TX and has over 11 years of experience in the finance industry. Cody Moody 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 Morris (CRD# 3058003) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wichita Falls, TX and has over 25 years of experience in the finance industry.
Benjamin Muirhead (CRD# 2911462) is an Investment Advisor Representative working at Mml Investors Services, LLC in Wichita Falls, TX and has over 26 years of experience in the finance industry.
William Niles (CRD# 4588184) is an Investment Advisor Representative working at Leo Wealth, LLC in Wichita Falls, TX and has over 16 years of experience in the finance industry.
Kevin O'connell (CRD# 2726776) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita Falls, TX and has over 27 years of experience in the finance industry.
Samuel Pak (CRD# 4412448) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita Falls, TX and has over 22 years of experience in the finance industry.
Justin Pestel (CRD# 6759248) is an Investment Advisor Representative working at Lpl Financial LLC in Wichita Falls, TX and has over 6 years of experience in the finance industry.
Jim Pulley (CRD# 2641009) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Wichita Falls, TX and has over 28 years of experience in the finance industry.