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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
Dale Guidry (CRD# 5715442) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Crosby, TX and has over 12 years of experience in the finance industry.
Heather Halpin-Beaty (CRD# 4642466) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huffman, TX and has over 21 years of experience in the finance industry.
Ryan Heard (CRD# 6638381) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mont Belvieu, TX and has 1 year of experience in the finance industry.
Stephen Marshall (CRD# 7800058) is an Investment Advisor Representative working at Edward Jones in Humble, TX and has 1 year of experience in the finance industry.
Jennifer Mendoza (CRD# 7509943) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has 1 year of experience in the finance industry.
Tyler Moore (CRD# 7613337) is an Investment Advisor Representative working at Edward Jones in Huffman, TX and has 1 year of experience in the finance industry.
Jesse Oliva (CRD# 7334685) is an Investment Advisor Representative working at Edward Jones in La Porte, TX and has over 3 years of experience in the finance industry.
Kaitlyn Plumb (CRD# 7072845) is an Investment Advisor Representative working at Edward Jones in Baytown, TX and has over 2 years of experience in the finance industry.
Jeremy Rosenkranz (CRD# 4542077) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Highlands, TX and has over 21 years of experience in the finance industry.
Kirsten Spacek (CRD# 7165451) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in La Porte, TX and has over 3 years of experience in the finance industry.