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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
Cody Cox (CRD# 5948100) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Katy, TX and has over 10 years of experience in the finance industry.
Donald Cox (CRD# 1369976) is an Investment Advisor Representative working at Cox Global Associates Inc. in Katy, TX and has over 38 years of experience in the finance industry.
James Crawford (CRD# 4152252) is an Investment Advisor Representative working at Jhm Asset Management, LLC in Rosenberg, TX and has over 23 years of experience in the finance industry.
Kimberly Cushman (CRD# 5110445) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 15 years of experience in the finance industry.
Nathan Dagley (CRD# 3204502) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 24 years of experience in the finance industry.
Eric Davis (CRD# 6811097) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 6 years of experience in the finance industry.
Rodney Derbigny (CRD# 4511637) is an Investment Advisor Representative working at Next Financial Group, Inc. in Richmond, TX and has over 21 years of experience in the finance industry.
Joseph Dewhart (CRD# 5533815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cypress, TX and has over 15 years of experience in the finance industry. Joseph Dewhart 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.
Paul Dickens (CRD# 2620396) is an Investment Advisor Representative working at Prudential Financial Planning Services in Katy, TX and has over 14 years of experience in the finance industry.
Wade Dillman (CRD# 6219382) is an Investment Advisor Representative working at Avantax Advisory Services in Bellville, TX and has over 10 years of experience in the finance industry.