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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
Ronald Roccaforte (CRD# 1998335) is an Investment Advisor Representative working at R & R Financial Services, LLC in Lumberton, TX and has over 34 years of experience in the finance industry.
Timothy Romero (CRD# 6814538) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Port Arthur, TX and has over 6 years of experience in the finance industry.
Robert Roycroft (CRD# 4543018) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lumberton, TX and has over 21 years of experience in the finance industry.
Jeremy Saba (CRD# 2769233) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 25 years of experience in the finance industry.
Timothy Satre (CRD# 1835514) is an Investment Advisor Representative working at Lpl Financial LLC in Beaumont, TX and has over 35 years of experience in the finance industry. Timothy Satre 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.
Trenton Scott (CRD# 6458295) is an Investment Advisor Representative working at Edward Jones in Port Arthur, TX and has over 8 years of experience in the finance industry.
Robert Shanks (CRD# 2201495) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Beaumont, TX and has over 32 years of experience in the finance industry.
Gregory Shipper (CRD# 2035653) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beaumont, TX and has over 33 years of experience in the finance industry.
Clark Shofner (CRD# 4785962) is an Investment Advisor Representative working at Retirement Financial Group, LLC in Nederland, TX and has over 20 years of experience in the finance industry.
Kimberly Simon (CRD# 6106178) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 10 years of experience in the finance industry.