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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
Norma Pena (CRD# 2215449) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 31 years of experience in the finance industry.
John Pessarra (CRD# 1214165) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 28 years of experience in the finance industry.
Chris Pinto (CRD# 6308992) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 9 years of experience in the finance industry.
Jeffrey Poole (CRD# 5402851) is an Investment Advisor Representative working at Equitable Advisors, LLC in Katy, TX and has over 16 years of experience in the finance industry.
Scott Powers (CRD# 4608026) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 21 years of experience in the finance industry.
Morgan Pyle (CRD# 6103783) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 7 years of experience in the finance industry.
Eric Reed (CRD# 3043317) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 25 years of experience in the finance industry.
Marco Rimassa (CRD# 3122808) is an Investment Advisor Representative working at Cfe Financial in Katy, TX and has over 25 years of experience in the finance industry. Marco Rimassa 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.
Rory Robertson (CRD# 4449679) is an Investment Advisor Representative working at Navigo Wealth Management, LLC in Katy, TX and has over 21 years of experience in the finance industry.
Eric Robken (CRD# 6681564) is an Investment Advisor Representative working at Ashland Heights Capital Management, LLC in Fulshear, TX and has over 7 years of experience in the finance industry.