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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
David George (CRD# 709052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pilot Point, TX and has over 43 years of experience in the finance industry.
David Heard (CRD# 4689215) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 20 years of experience in the finance industry.
Marc Helfrich (CRD# 4564400) is an Investment Advisor Representative working at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX and has over 20 years of experience in the finance industry.
Morgan Henderson (CRD# 6523515) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 5 years of experience in the finance industry.
Blake Hoffpauir (CRD# 6666315) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Aubrey, TX and has over 7 years of experience in the finance industry.
Gary Jackson (CRD# 1276613) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Aubrey, TX and has over 39 years of experience in the finance industry.
James Jebbia (CRD# 4492550) is an Investment Advisor Representative working at Diligent Investors, LLC in Sherman, TX and has over 22 years of experience in the finance industry.
Asa Jessee (CRD# 5921508) is an Investment Advisor Representative working at Edward Jones in Sherman, TX and has over 12 years of experience in the finance industry.
Lindsay Jones (CRD# 4993414) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Celina, TX and has over 18 years of experience in the finance industry. Lindsay Jones 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.
Reno Jones (CRD# 2726980) is an Investment Advisor Representative working at Hilltop Securities Inc. in Sherman, TX and has over 27 years of experience in the finance industry.