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Distance Only North Richland Hills, TX
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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
James Schooler (CRD# 2331170) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Richland Hills, TX and has over 30 years of experience in the finance industry.
Gene Serrell (CRD# 5199854) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in North Richland Hills, TX and has over 17 years of experience in the finance industry.
Gary Short (CRD# 2560843) is an Investment Advisor Representative working at Edward Jones in North Richland Hills, TX and has over 29 years of experience in the finance industry. Gary Short 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.
Christel Walker (CRD# 5476319) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 16 years of experience in the finance industry.
Matthew Bingham (CRD# 6998251) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in North Richland Hills, TX and has over 4 years of experience in the finance industry.
Lauren Kirkwood (CRD# 7167915) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in North Richland Hills, TX and has 1 year of experience in the finance industry.
Alejandra Navarro (CRD# 6378602) is an Investment Advisor Representative working at Corecap Advisors in North Richland Hills, TX and has over 9 years of experience in the finance industry.
Andy Oge (CRD# 4272075) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in North Richland Hills, TX and has over 4 years of experience in the finance industry.
Douglas Reifel (CRD# 7196789) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in North Richland Hills, TX and has over 4 years of experience in the finance industry.
Edward Romaka (CRD# 2961591) is an Investment Advisor Representative working at Trpc Advisory Services in North Richland Hills, TX and has over 26 years of experience in the finance industry.