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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
Drew Nixon (CRD# 1610065) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Carthage, TX and has over 37 years of experience in the finance industry.
Chris Oberling (CRD# 5476514) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 15 years of experience in the finance industry. Chris Oberling 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.
The team at Clarus Wealth Group has developed and refined a process called the '20/20 Formula' that puts every piece of your financial puzzle together. Our practice creates the client experience and our process puts all the pieces together for you as your life unfolds. With our defined process guiding the way, our clients look towards the future with appreciation instead of apprehension.
Dane Phillips (CRD# 6865089) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 5 years of experience in the finance industry.
David Phillips (CRD# 5375670) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 10 years of experience in the finance industry.
David Phillips (CRD# 3159516) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 25 years of experience in the finance industry.
Raymond Schieffer (CRD# 1737784) is an Investment Advisor Representative working at Lpl Financial LLC in Carthage, TX and has over 36 years of experience in the finance industry. Raymond Schieffer 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.
Donnia Walton (CRD# 4356030) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Nacogdoches, TX and has over 23 years of experience in the finance industry.
Adam Weber (CRD# 6616015) is an Investment Advisor Representative working at Lpl Financial LLC in Carthage, TX and has over 7 years of experience in the finance industry.
Stephen Wright (CRD# 4762544) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 20 years of experience in the finance industry.