-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kervin Walsh (CRD# 2209660) is an Investment Advisor Representative working at Equitable Advisors, LLC in Corpus Christi, TX and has over 32 years of experience in the finance industry.
Joseph Wise (CRD# 1547036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corpus Christi, TX and has over 37 years of experience in the finance industry.
Suzanne Wood (CRD# 2783195) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Corpus Christi, TX and has over 27 years of experience in the finance industry.
Aaron Alexander (CRD# 6536386) is an Investment Advisor Representative working at Money Concepts Advisory Service in Corpus Christi, TX and has over 2 years of experience in the finance industry.
Rolando Alfaro (CRD# 5795699) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Corpus Christi, TX and has over 13 years of experience in the finance industry.
Parker Brown (CRD# 6060540) is an Investment Advisor Representative working at Edward Jones in Portland, TX and has over 11 years of experience in the finance industry.
Trace Bucey (CRD# 7357410) is an Investment Advisor Representative working at Planmember Securities Corporation in Corpus Christi, TX and has over 2 years of experience in the finance industry.
Samuel Clark (CRD# 6152856) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Corpus Christi, TX and has over 4 years of experience in the finance industry. Samuel Clark 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.
William Cleavelin (CRD# 1754759) is an Investment Advisor Representative working at Avantax Advisory Services in Corpus Christi, TX and has over 36 years of experience in the finance industry. William Cleavelin 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.
Alejandro De Leon (CRD# 4694011) is an Investment Advisor Representative working at Lpl Financial LLC in Corpus Christi, TX and has over 20 years of experience in the finance industry.