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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
Tracy Webb (CRD# 2476057) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Longview, TX and has over 28 years of experience in the finance industry.
Cher Welch (CRD# 2500165) is an Investment Advisor Representative working at Edward Jones in Vivian, LA and has over 26 years of experience in the finance industry.
William Williams (CRD# 5974007) is an Investment Advisor Representative working at Edward Jones in Longview, TX and has over 12 years of experience in the finance industry.
Christopher Wilson (CRD# 5724162) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Longview, TX and has over 14 years of experience in the finance industry.
Lonny Winters (CRD# 6011746) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Atlanta, TX and has over 12 years of experience in the finance industry.
Alexandria Yohn (CRD# 6110817) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshall, TX and has over 9 years of experience in the finance industry.
Todd Antonucci (CRD# 5329314) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Longview, TX and has over 4 years of experience in the finance industry.
Nathan Bach (CRD# 7168068) is an Investment Advisor Representative working at Primerica Advisors in Marshall, TX and has over 4 years of experience in the finance industry.
Cassidy Carr (CRD# 7364666) is an Investment Advisor Representative working at Cg Advisory Services in Longview, TX and has 1 year of experience in the finance industry. Cassidy Carr 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.
Martin Cerda (CRD# 7407058) is an Investment Advisor Representative working at Edward Jones in Longview, TX and has over 2 years of experience in the finance industry.