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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
Thomas Boothe (CRD# 5643119) is an Investment Advisor Representative working at Main Street Asset Managment in Sherman, TX and has over 15 years of experience in the finance industry.
William Brinson (CRD# 30774) is an Investment Advisor Representative working at Taylor Stephens, Inc. in Lake Kiowa, TX and has over 32 years of experience in the finance industry.
Leah Brooks (CRD# 5587158) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 15 years of experience in the finance industry.
Jarett Brugger (CRD# 5188788) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman, TX and has over 15 years of experience in the finance industry.
Blake Burchel (CRD# 6588581) is an Investment Advisor Representative working at Edward Jones in Denison, TX and has over 6 years of experience in the finance industry.
Tammy Cranford (CRD# 4326576) is an Investment Advisor Representative working at Avantax Advisory Services in Calera, OK and has over 22 years of experience in the finance industry.
Roger Gaddis (CRD# 1635364) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 37 years of experience in the finance industry. Roger Gaddis 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.
Marc Helfrich (CRD# 4564400) is an Investment Advisor Representative working at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX and has over 20 years of experience in the finance industry.
Derek Hines (CRD# 6454838) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Durant, OK and has over 8 years of experience in the finance industry.
James Jebbia (CRD# 4492550) is an Investment Advisor Representative working at Diligent Investors, LLC in Sherman, TX and has over 22 years of experience in the finance industry.