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Distance Only Katy, 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
Michael McGee (CRD# 1538538) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Katy, TX and has over 29 years of experience in the finance industry.
Michael McGee (CRD# 6184662) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Katy, TX and has over 10 years of experience in the finance industry.
Lakhaun McKinley (CRD# 5109328) is an Investment Advisor Representative working at Mnm Vested, LLC in Katy, TX and has 1 year of experience in the finance industry. Lakhaun McKinley 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 Melnik (CRD# 2856949) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 27 years of experience in the finance industry.
Janet Montgomery (CRD# 853307) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Katy, TX and has over 20 years of experience in the finance industry. Janet Montgomery 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.
Joseph Motley (CRD# 4514901) is an Investment Advisor Representative working at Mvm Advisors, LLC in Katy, TX and has over 21 years of experience in the finance industry.
Stephen Mount (CRD# 6983198) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 5 years of experience in the finance industry.
Jason Munoz (CRD# 5117444) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 17 years of experience in the finance industry.
Craig Narum (CRD# 4475559) is an Investment Advisor Representative working at Trisperity Advisors, LLC in Katy, TX and has over 22 years of experience in the finance industry. Craig Narum 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.
Steven Nelson (CRD# 2732774) is an Investment Advisor Representative working at Next Financial Group, Inc. in Katy, TX and has over 28 years of experience in the finance industry.