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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
Jason Barber (CRD# 5973780) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 12 years of experience in the finance industry. Jason Barber 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.
Steven Barber (CRD# 2265413) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 31 years of experience in the finance industry. Steven Barber 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.
Tate Barber (CRD# 4181396) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carthage, TX and has over 23 years of experience in the finance industry.
Jonathan Best (CRD# 2225091) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Henderson, TX and has over 32 years of experience in the finance industry.
Justin Brady (CRD# 4796609) is an Investment Advisor Representative working at Titleist Asset Management, LLC in Nacogdoches, TX and has over 19 years of experience in the finance industry.
Adam Duey (CRD# 4015681) is an Investment Advisor Representative working at Next Financial Group, Inc. in Henderson, TX and has over 24 years of experience in the finance industry. Adam Duey 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.
Elizabeth Elliott (CRD# 4226811) is an Investment Advisor Representative working at Edward Jones in Carthage, TX and has over 9 years of experience in the finance industry.
Thad Erwin (CRD# 4633960) 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.
Kelly Flores (CRD# 4406458) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Nacogdoches, TX and has over 21 years of experience in the finance industry.
Benjamin Fredrickson (CRD# 6430475) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 9 years of experience in the finance industry.