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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
Aaron Kilpatrick (CRD# 6895343) is an Investment Advisor Representative working at Edward Jones in Fulshear, TX and has over 6 years of experience in the finance industry.
David Kolts (CRD# 4909760) is an Investment Advisor Representative working at Pegasus Wealth Management in Richmond, TX and has over 18 years of experience in the finance industry. David Kolts 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.
Ronald Kudlacek (CRD# 4738374) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cypress, TX and has over 20 years of experience in the finance industry. Ronald Kudlacek 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.
Donald Kusak (CRD# 2418643) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 30 years of experience in the finance industry.
Kevin Kusak (CRD# 4829510) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 19 years of experience in the finance industry. Kevin Kusak 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.
Aaron Langston (CRD# 6678523) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Katy, TX and has over 7 years of experience in the finance industry.
Jason Leblanc (CRD# 2483182) is an Investment Advisor Representative working at Vere Global Wealth Management in Fulshear, TX and has over 28 years of experience in the finance industry.
Ruston Lohmeyer (CRD# 7028933) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 5 years of experience in the finance industry.
Quan Luu (CRD# 4540155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cypress, TX and has over 21 years of experience in the finance industry.
Stephen Marcom (CRD# 1299681) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Katy, TX and has over 39 years of experience in the finance industry. Stephen Marcom 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.