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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
Timothy Griesse (CRD# 1019806) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Woodway, TX and has over 42 years of experience in the finance industry.
Shelly Hall (CRD# 3088896) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 25 years of experience in the finance industry.
Carter Harris (CRD# 1398922) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 32 years of experience in the finance industry.
Terry Hayes (CRD# 1612225) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 37 years of experience in the finance industry.
Donna Heatherley Martin (CRD# 6146970) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Temple, TX and has over 11 years of experience in the finance industry.
William Heiser (CRD# 6244023) is an Investment Advisor Representative working at Heiser Investment Advisers in Robinson, TX and has over 10 years of experience in the finance industry.
William Henn (CRD# 4041370) is an Investment Advisor Representative working at The Strategic Financial Alliance in Temple, TX and has over 24 years of experience in the finance industry. William Henn 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.
Zachary Herbert (CRD# 5181960) is an Investment Advisor Representative working at Telos Capital Management, Inc. in Waco, TX and has over 17 years of experience in the finance industry.
Richard High (CRD# 1956655) is an Investment Advisor Representative working at Spc in Waco, TX and has over 34 years of experience in the finance industry.