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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.
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.
Thad Erwin (CRD# 4633960) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 21 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.
Heather Harris (CRD# 5012395) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 18 years of experience in the finance industry.
Scarlett Long (CRD# 4938681) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 18 years of experience in the finance industry. Scarlett Long 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.
Amanda Mitchum (CRD# 5384281) is an Investment Advisor Representative working at Level Four Advisory Services in Nacogdoches, TX and has over 9 years of experience in the finance industry.
Ann Moore (CRD# 2098756) is an Investment Advisor Representative working at Wells Fargo Advisors in Nacogdoches, TX and has over 33 years of experience in the finance industry.
Gregg Nichols (CRD# 5592804) is an Investment Advisor Representative working at Edward Jones in Nacogdoches, TX and has over 15 years of experience in the finance industry.