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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
Donnie Carpenter (CRD# 5232483) is an Investment Advisor Representative working at First Move Financial, LLC in The Woodlands, TX and has over 17 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 Avion Wealth in The Woodlands, TX and has over 19 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.
Peter Catalano (CRD# 2227202) is an Investment Advisor Representative working at Catalano Financial in The Woodlands, TX and has over 32 years of experience in the finance industry.
Elsa Cazares (CRD# 3157219) is an Investment Advisor Representative working at Outlook Wealth Advisors, LLC in The Woodlands, TX and has over 25 years of experience in the finance industry. Elsa Cazares 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.
Jennifer Chachere (CRD# 2408853) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Woodlands, TX and has over 29 years of experience in the finance industry.
Bradley Chappell (CRD# 5160592) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry.
Brent Chappell (CRD# 4649840) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in The Woodlands, TX and has over 20 years of experience in the finance industry.
Lucas Cheatham (CRD# 5958728) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 12 years of experience in the finance industry.
Imtiaz Chowdhury (CRD# 2921488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 22 years of experience in the finance industry.
Laurie Clark (CRD# 2954006) is an Investment Advisor Representative working at Lpl Financial LLC in The Woodlands, TX and has over 26 years of experience in the finance industry. Laurie Clark 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.