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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
Lauren Martin (CRD# 7565646) is an Investment Advisor Representative working at Edward Jones in Tomball, TX and has 1 year of experience in the finance industry.
Carter Scott (CRD# 7450481) is an Investment Advisor Representative working at Edward Jones in Tomball, TX and has over 2 years of experience in the finance industry.
Timothy Terry (CRD# 7298602) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Tomball, TX and has over 3 years of experience in the finance industry.
Michael Whitlark (CRD# 5941610) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Tomball, TX and has over 12 years of experience in the finance industry.
Matthew Zettel (CRD# 7178439) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tomball, TX and has over 4 years of experience in the finance industry.
Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning.
At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves...
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster 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 putclients' interests first and comply with the Financial Planning Practice...
Alison James (CRD# 7438882) is an Investment Advisor Representative working at Worthwise Financial Partners in Houston, TX and has 30 years of experience in the finance industry. Alison James 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Suzanne D. Rismiller is a Director - Investments with the Houston-based Poindexter Group of Oppenheimer & Co., Inc. She also holds the Certified Financial Planner Professional (CFP®) designation. Her practice focuses on assisting individuals and families identify and work toward their goals. She advocates financial planning as an ongoing process; one that is regularly reviewed and adjusted.
Suzanne joined The Poindexter Group in 2017. In 2019, she was one of 45 Oppenheimer employees selected to participate in its Associate Financial Advisor program. As a part of this program, she assisted senior...
Kirby Jacobson (CRD# 113510) is an Investment Advisor Representative at Astoria Strategic Wealth, Inc. and has over 15 years of experience in the finance industry. Kirby Jacobson is the Chief Investment Officer (CIO) of Astoria Strategic Wealth. Astoria is an independently owned, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Texas. Astoria focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional...