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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
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.
Vincent Doucette (CRD# 4333920) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 20 years of experience in the finance industry.
John Dowdall (CRD# 3183423) is an Investment Advisor Representative working at Planmember Securities Corporation in Fulshear, TX and has over 24 years of experience in the finance industry.
Keith Draehn (CRD# 2978952) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Katy, TX and has over 26 years of experience in the finance industry.
David Everest (CRD# 3031103) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 22 years of experience in the finance industry.
Jeffrey Farley (CRD# 1326180) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Katy, TX and has over 39 years of experience in the finance industry. Jeffrey Farley 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.
Thomas Fons (CRD# 2738064) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Katy, TX and has over 27 years of experience in the finance industry.
Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Cwm, LLC in Katy, TX and has over 15 years of experience in the finance industry. Zainab Gandhi 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.
Jasmine Garrett (CRD# 6086744) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 11 years of experience in the finance industry.
Robin Giles (CRD# 5349722) is an Investment Advisor Representative working at Apex Wealth Management, LLC in Katy, TX and has 1 year of experience in the finance industry. Robin Giles 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.