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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
Brigido De Leon (CRD# 2872290) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Humble, TX and has over 27 years of experience in the finance industry.
Jason Dickerson (CRD# 6565467) is an Investment Advisor Representative working at Avantax Advisory Services in Sour Lake, TX and has over 8 years of experience in the finance industry.
Kari Duggar (CRD# 6460790) is an Investment Advisor Representative working at Edward Jones in Cleveland, TX and has over 8 years of experience in the finance industry.
Carl Dunn (CRD# 5222804) is an Investment Advisor Representative working at Edward Jones in Cleveland, TX and has over 17 years of experience in the finance industry.
Alicia Ellis (CRD# 5312194) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Deer Park, TX and has over 16 years of experience in the finance industry.
Juanita Finley (CRD# 5020657) is an Investment Advisor Representative working at Texas Capital Management in Baytown, TX and has over 7 years of experience in the finance industry.
Patrick Foy (CRD# 1485275) is an Investment Advisor Representative working at Lpl Financial LLC in Winnie, TX and has over 34 years of experience in the finance industry. Patrick Foy 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.
Donald Gaddy (CRD# 4911127) is an Investment Advisor Representative working at Edward Jones in Houston, TX and has over 19 years of experience in the finance industry.
Dustin Gatlin (CRD# 4751483) is an Investment Advisor Representative working at Edward Jones in Dayton, TX and has over 19 years of experience in the finance industry.
Travis Gaynor (CRD# 5604458) is an Investment Advisor Representative working at Edward Jones in Mont Belvieu, TX and has over 13 years of experience in the finance industry.