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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
Shana Elliott (CRD# 4675937) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 20 years of experience in the finance industry.
Didine Erskine (CRD# 6400234) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in College Station, TX and has over 8 years of experience in the finance industry.
Derrick Formby (CRD# 4861682) is an Investment Advisor Representative working at Prudential Financial Planning Services in College Station, TX and has over 19 years of experience in the finance industry.
Stephen Foster (CRD# 4851836) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tomball, TX and has over 19 years of experience in the finance industry.
Denise Fries (CRD# 1556580) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bryan, TX and has over 37 years of experience in the finance industry.
John Galloway (CRD# 2771834) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in College Station, TX and has over 27 years of experience in the finance industry.
Ronald Gay (CRD# 5647263) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in College Station, TX and has over 14 years of experience in the finance industry.
Jacqulyn Gentry (CRD# 4859648) is an Investment Advisor Representative working at Private Advisor Group, LLC in Montgomery, TX and has over 18 years of experience in the finance industry. Jacqulyn Gentry 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.
Matthew Gentry (CRD# 5553364) is an Investment Advisor Representative working at Evidence Wealth, LLC in Bryan, TX and has over 15 years of experience in the finance industry. Matthew Gentry 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.
George Georgiades (CRD# 1624125) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in College Station, TX and has over 37 years of experience in the finance industry.