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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
Benjamin Simiskey (CRD# 5231027) is an Investment Advisor Representative working at Lakes Wealth Advisory, LLC in Katy, TX and has over 17 years of experience in the finance industry. Benjamin Simiskey 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.
Michelle Snow (CRD# 4992411) is an Investment Advisor Representative working at Pyxis Capital Inc. in Katy, TX and has over 18 years of experience in the finance industry.
Donald Snowden (CRD# 6795477) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 6 years of experience in the finance industry.
Hayward Sparks (CRD# 3023070) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Katy, TX and has over 23 years of experience in the finance industry.
William Splawn (CRD# 1048835) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Katy, TX and has over 41 years of experience in the finance industry.
Daniel Stoakes (CRD# 6281038) is an Investment Advisor Representative working at Equitable Advisors, LLC in Katy, TX and has over 8 years of experience in the finance industry.
Steven Swanson (CRD# 4396238) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 22 years of experience in the finance industry.
Shane Theriot (CRD# 6616282) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 6 years of experience in the finance industry.
Tracy Valero (CRD# 6202237) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 10 years of experience in the finance industry.
Douglas Walden (CRD# 7033298) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 5 years of experience in the finance industry.