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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
Russell Livesay (CRD# 5328236) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 16 years of experience in the finance industry.
Kyle Loftin (CRD# 4261101) is an Investment Advisor Representative working at Primerica Advisors in Harker Heights, TX and has over 23 years of experience in the finance industry.
Kendall Lovett (CRD# 1378239) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waco, TX and has over 28 years of experience in the finance industry.
John Maddux (CRD# 1334050) is an Investment Advisor Representative working at Edward Jones in Hewitt, TX and has over 38 years of experience in the finance industry.
Jaime Madrid (CRD# 2176085) is an Investment Advisor Representative working at Edward Jones in Harker Heights, TX and has over 21 years of experience in the finance industry.
Jeremy McCurdy (CRD# 5737254) is an Investment Advisor Representative working at 3t Advisors LLC in Waco, TX and has 1 year of experience in the finance industry. Jeremy McCurdy 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.
Brent McFarling (CRD# 4214194) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 23 years of experience in the finance industry.
Mark McIntyre (CRD# 6411897) is an Investment Advisor Representative working at Primerica Advisors in Temple, TX and has over 9 years of experience in the finance industry.
Devin Mejia (CRD# 6463825) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 8 years of experience in the finance industry.
Hugh Menking (CRD# 3053782) is an Investment Advisor Representative working at Edward Jones in Killeen, TX and has over 25 years of experience in the finance industry.