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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
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisers in The Woodlands, TX and has over 10 years of experience in the finance industry. Stephen Bauer 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.
Trent Birdsong (CRD# 2609086) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in The Woodlands, TX and has over 22 years of experience in the finance industry. Trent Birdsong 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.
Peggy Bowers (CRD# 1611326) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 23 years of experience in the finance industry. Peggy Bowers 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.
W Bull (CRD# 3004657) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 20 years of experience in the finance industry. W Bull 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.
Edward Butte (CRD# 2257117) is an Investment Advisor Representative working at Century Management in The Woodlands, TX and has over 25 years of experience in the finance industry. Edward Butte 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.
Donnie Carpenter (CRD# 5232483) is an Investment Advisor Representative working at First Move Financial, LLC in The Woodlands, TX and has over 11 years of experience in the finance industry. Donnie Carpenter 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.
Paul Carroll (CRD# 1896590) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 13 years of experience in the finance industry. Paul Carroll 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.
Ashley Dominey (CRD# 5538191) is an Investment Advisor Representative working at Efficient Wealth Management, LLC in The Woodlands, TX and has over 7 years of experience in the finance industry. Ashley Dominey 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.
Charles Donaldson (CRD# 4640877) is an Investment Advisor Representative working at Legacy Chief Investment Office LLC in The Woodlands, TX and has over 11 years of experience in the finance industry.