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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 Anselmi (CRD# 5082064) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tomball, TX and has over 16 years of experience in the finance industry.
Tom Anselmi (CRD# 2269523) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tomball, TX and has over 31 years of experience in the finance industry.
Patti Ardoin (CRD# 1563724) is an Investment Advisor Representative working at Edward Jones in Spring, TX and has over 32 years of experience in the finance industry.
Robert Arnold (CRD# 5494013) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 15 years of experience in the finance industry.
Nicholas Arre (CRD# 1839986) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingwood, TX and has over 35 years of experience in the finance industry.
Donald Atherton (CRD# 1865816) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has over 29 years of experience in the finance industry.
James Awalt (CRD# 4466664) is an Investment Advisor Representative working at B & V Advisors, LLC in Kingwood, TX and has over 22 years of experience in the finance industry.
Daniel Ayala (CRD# 6176816) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tomball, TX and has over 8 years of experience in the finance industry.
James Bailes (CRD# 4439912) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 22 years of experience in the finance industry. James Bailes 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.
Moria Bailey (CRD# 6355440) is an Investment Advisor Representative working at Edward Jones in Humble, TX and has over 5 years of experience in the finance industry.