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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
Teresa Hunter (CRD# 5001751) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mcallen, TX and has over 18 years of experience in the finance industry.
Gerardo Juarez (CRD# 5025356) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mcallen, TX and has over 18 years of experience in the finance industry.
Bernadette Kim (CRD# 2626747) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Edinburg, TX and has over 28 years of experience in the finance industry.
John Lackey (CRD# 4253902) is an Investment Advisor Representative working at Lpl Financial LLC in Weslaco, TX and has over 23 years of experience in the finance industry. John Lackey 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.
Angelica Lagrange (CRD# 2390607) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 30 years of experience in the finance industry.
Newlin Lancaster (CRD# 1296728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 39 years of experience in the finance industry.
Abelardo Leal (CRD# 4863277) is an Investment Advisor Representative working at Edward Jones in Edinburg, TX and has over 19 years of experience in the finance industry. Abelardo Leal 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.
Philip Lee (CRD# 1656539) is an Investment Advisor Representative working at Cas Wealth Strategies LLC in Mcallen, TX and has over 36 years of experience in the finance industry.
Hector Llanas (CRD# 5811217) is an Investment Advisor Representative working at Avantax Advisory Services in Weslaco, TX and has over 13 years of experience in the finance industry.
Roseanna Loera (CRD# 6054573) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mcallen, TX and has over 11 years of experience in the finance industry.