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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
Judith Alejandra Phillips (CRD# 5953415) is an Investment Advisor Representative working at Lpl Financial LLC in Tyler, TX and has over 12 years of experience in the finance industry.
Thomas Prothro (CRD# 5204818) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 17 years of experience in the finance industry.
Peter Rae (CRD# 6900539) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 6 years of experience in the finance industry. Peter Rae 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.
Daniel Reid (CRD# 6582588) is an Investment Advisor Representative working at Wells Fargo Advisors in Tyler, TX and has over 7 years of experience in the finance industry.
Brandon Roberts (CRD# 6747888) is an Investment Advisor Representative working at Edward Jones in Emory, TX and has over 7 years of experience in the finance industry.
Joshua Roberts (CRD# 6477454) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 7 years of experience in the finance industry. Joshua Roberts 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.
Richard Rogers (CRD# 5566783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hideaway, TX and has over 11 years of experience in the finance industry.
Alan Roseman (CRD# 5204821) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 17 years of experience in the finance industry. Alan Roseman 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.
Robert Roseman (CRD# 6124423) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 11 years of experience in the finance industry.
James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.