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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
Debra Floyd (CRD# 4379645) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
Joshua Hubman (CRD# 5995773) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 12 years of experience in the finance industry. Joshua Hubman 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.
Jamie Lasiter (CRD# 4262850) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nacogdoches, TX and has over 21 years of experience in the finance industry.
Bryce Leichtenschlag (CRD# 7514788) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has 1 year of experience in the finance industry.
Gabriel Mueller (CRD# 7480624) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 2 years of experience in the finance industry.
Madeleine Schitea (CRD# 7559838) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has 1 year of experience in the finance industry.
Jared Szczesny (CRD# 7186182) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 3 years of experience in the finance industry.
Joshua Wardle (CRD# 7814827) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
Tracy Wilson (CRD# 7146944) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 4 years of experience in the finance industry.