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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
William Curtiss (CRD# 5872853) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Waco, TX and has over 13 years of experience in the finance industry.
Terrence Dewitt (CRD# 6529624) is an Investment Advisor Representative working at O'brien-staley Partners in Waco, TX and has 1 year of experience in the finance industry.
William Dietz (CRD# 2811516) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 27 years of experience in the finance industry.
Matthew Dill (CRD# 5079631) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waco, TX and has over 18 years of experience in the finance industry.
Matthew Dollar (CRD# 4404109) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 22 years of experience in the finance industry.
Benjamin Erlanson (CRD# 4315994) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 11 years of experience in the finance industry.
Ancle Evans (CRD# 6463014) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waco, TX and has over 8 years of experience in the finance industry.
Harold Farell (CRD# 5477235) is an Investment Advisor Representative working at Farell Financial Advisory Services in Waco, TX and has 1 year of experience in the finance industry. Harold Farell 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.
Amy Fields (CRD# 2480560) is an Investment Advisor Representative working at Investments Plus LLC in Waco, TX and has over 29 years of experience in the finance industry.
Thomas Flowers (CRD# 1398808) is an Investment Advisor Representative working at Ecapital Advisors, Inc. in Waco, TX and has over 38 years of experience in the finance industry. Thomas Flowers 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.