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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
Jerry Ludwig (CRD# 1255480) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Bryan, TX and has over 40 years of experience in the finance industry.
Cara Magliocco (CRD# 4825029) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Magnolia, TX and has over 18 years of experience in the finance industry.
Randall Mangum (CRD# 5614577) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 15 years of experience in the finance industry.
Robert Marlowe (CRD# 5501725) is an Investment Advisor Representative working at Revo Financial, LLC in Montgomery, TX and has over 16 years of experience in the finance industry.
Christopher Martin (CRD# 2368905) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in College Station, TX and has over 30 years of experience in the finance industry.
Katie Matthews (CRD# 6264408) is an Investment Advisor Representative working at Edward Jones in Brenham, TX and has over 10 years of experience in the finance industry.
Stephen McGee (CRD# 6408895) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 9 years of experience in the finance industry. Stephen McGee 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.
James McKenzie (CRD# 2422896) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has over 30 years of experience in the finance industry.
Frank McLane (CRD# 1026833) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tomball, TX and has over 42 years of experience in the finance industry.
Matthew McLane (CRD# 4977576) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Montgomery, TX and has over 18 years of experience in the finance industry.