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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
Charles Manthey (CRD# 1675091) is an Investment Advisor Representative working at Bluechip Financial Planning, Inc. in Richardson, TX and has over 36 years of experience in the finance industry. Charles Manthey 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.
Kent Manuel (CRD# 2265522) is an Investment Advisor Representative working at Edward Jones in Groves, TX and has over 30 years of experience in the finance industry.
James Mary (CRD# 322020) is an Investment Advisor Representative working at Edward Jones in Beaumont, TX and has over 29 years of experience in the finance industry.
John Mathews (CRD# 708631) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 35 years of experience in the finance industry.
Laurie Mathews (CRD# 3023197) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 26 years of experience in the finance industry.
Lisa McAnelley (CRD# 3081504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 23 years of experience in the finance industry.
Steven McCabe (CRD# 6877560) is an Investment Advisor Representative working at Edward Jones in Beaumont, TX and has over 6 years of experience in the finance industry.
James Miller (CRD# 1141401) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Beaumont, TX and has over 40 years of experience in the finance industry.
Cynthia Mims (CRD# 2972026) is an Investment Advisor Representative working at Wells Fargo Advisors in Orange, TX and has over 25 years of experience in the finance industry.
Daniel Montalbano (CRD# 4120621) is an Investment Advisor Representative working at Edward Jones in Nederland, TX and has over 24 years of experience in the finance industry.