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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
Jay Beerley (CRD# 6613158) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 8 years of experience in the finance industry.
Casey Short (CRD# 6436752) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 10 years of experience in the finance industry.
Jonathan McEntire (CRD# 7204802) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has over 5 years of experience in the finance industry.
Daniel Thomas (CRD# 7686978) is an Investment Advisor Representative working at Provision Asset, LLC in Oak Point, TX and has 1 year of experience in the finance industry.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.
Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 37 years of experience in the finance industry.
Erik Aaker (CRD# 2754150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 26 years of experience in the finance industry.