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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
Debra Floyd (CRD# 4379645) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
Jamie Lasiter (CRD# 4262850) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nacogdoches, TX and has over 21 years of experience in the finance industry.
Joshua Wardle (CRD# 7814827) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has 1 year of experience in the finance industry.
Taylor Kovar, Certified Financial Planner, is the CEO and founder of the boutique investment firm Kovar Wealth Management, headquartered in Lufkin, Texas. After a successful career as a healthcare technology executive, Taylor joined Merrill Lynch to pursue his interest in investing. Driven by the desire to help clients live more fulfilling lives through investing, philanthropy, and meaningful experiences, Taylor left the Wall Street world and created Kovar Wealth Management in 2015.
Through his work in this new endeavor, Taylor has had the opportunity to create or invest in other companies...
Gregory Bowman (CRD# 4621746) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lufkin, TX and has over 21 years of experience in the finance industry.
Ashley Bratton (CRD# 6165732) is an Investment Advisor Representative working at Edward Jones in Lufkin, TX and has over 11 years of experience in the finance industry.
Brent Brookshire (CRD# 3193092) is an Investment Advisor Representative working at Lpl Financial LLC in Lufkin, TX and has over 24 years of experience in the finance industry.
Deborah Castellani (CRD# 4528732) is an Investment Advisor Representative working at Akros Investments, Inc. in Lufkin, TX and has 1 year of experience in the finance industry.
Kaylee Chambers (CRD# 6747866) is an Investment Advisor Representative working at Edward Jones in Lufkin, TX and has over 7 years of experience in the finance industry.
William Conrad (CRD# 2128349) is an Investment Advisor Representative working at Akros Investments, Inc. in Lufkin, TX and has over 21 years of experience in the finance industry.