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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
Wendy Sire (CRD# 1873064) is an Investment Advisor Representative working at Wells Fargo Advisors in Tyler, TX and has over 35 years of experience in the finance industry. Wendy Sire 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.
Gay Smith (CRD# 2404365) is an Investment Advisor Representative working at Lpl Financial LLC in Tyler, TX and has over 30 years of experience in the finance industry.
Richard Smith (CRD# 2454624) is an Investment Advisor Representative working at Edward Jones in Tyler, TX and has over 30 years of experience in the finance industry.
Thomas Smith (CRD# 2275765) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Tyler, TX and has over 31 years of experience in the finance industry. Thomas Smith 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.
John Sokol (CRD# 4501227) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Tyler, TX and has over 17 years of experience in the finance industry.
Victoria Sorrell (CRD# 3212009) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 25 years of experience in the finance industry.
Sarah Southerland (CRD# 5035975) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 13 years of experience in the finance industry.
Patrick Stokes (CRD# 2907564) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Tyler, TX and has over 26 years of experience in the finance industry.
Lindsay Strange (CRD# 5924830) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tyler, TX and has over 12 years of experience in the finance industry. Lindsay Strange 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.
Shannon Strickland (CRD# 3142549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has over 25 years of experience in the finance industry.