-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Sheri Delmage (CRD# 6597040) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 7 years of experience in the finance industry.
Rebecca Demartino (CRD# 5911053) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 9 years of experience in the finance industry.
Jason Dickerson (CRD# 6565467) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 8 years of experience in the finance industry.
Marcus Dickerson (CRD# 5074800) is an Investment Advisor Representative working at Avantax Advisory Services in Beaumont, TX and has over 18 years of experience in the finance industry.
Stephen Dugger (CRD# 1802161) is an Investment Advisor Representative working at Edward Jones in Liberty, TX and has over 36 years of experience in the finance industry.
Taylor Fertitta (CRD# 6239809) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 8 years of experience in the finance industry.
Thomas Flocke (CRD# 4427604) is an Investment Advisor Representative working at Primerica Advisors in Beaumont, TX and has over 22 years of experience in the finance industry.
Patrick Foy (CRD# 1485275) is an Investment Advisor Representative working at Lpl Financial LLC in Winnie, TX and has over 34 years of experience in the finance industry. Patrick Foy 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.
Gary Freeman (CRD# 1528263) is an Investment Advisor Representative working at Edward Jones in Silsbee, TX and has over 31 years of experience in the finance industry.
Jason Fuller (CRD# 3273857) is an Investment Advisor Representative working at Edward Jones in Silsbee, TX and has over 24 years of experience in the finance industry.