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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
Timothy Wolfe (CRD# 2233933) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lubbock, TX and has over 32 years of experience in the finance industry.
Thomas Wood (CRD# 3039141) is an Investment Advisor Representative working at Edward Jones in Lubbock, TX and has over 26 years of experience in the finance industry.
David Yonker (CRD# 1542951) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 37 years of experience in the finance industry. David Yonker 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.
Kaylyn Adams (CRD# 6663109) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. Kaylyn Adams 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.
Mandi Applegate (CRD# 6612292) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.
Barbara Baie (CRD# 3187547) is an Investment Advisor Representative working at K&s Wealth Advisors, LLC in Lubbock, TX and has over 21 years of experience in the finance industry.
Jasmine Bilderback (CRD# 5093526) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lubbock, TX and has over 18 years of experience in the finance industry.
Ronald Blair (CRD# 5948621) is an Investment Advisor Representative working at Motiv8 Investments LLC in Lubbock, TX and has 1 year of experience in the finance industry.
Thanapoom Boonipat (CRD# 7836372) is an Investment Advisor Representative working at Boonipat Advisory LLC in Lubbock, TX and has 1 year of experience in the finance industry.
Christopher Browning (CRD# 4498421) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. Christopher Browning 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.