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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
Brittany Schultz (CRD# 7678123) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has 1 year of experience in the finance industry.
Laura Stewart (CRD# 7164557) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wichita Falls, TX and has over 2 years of experience in the finance industry.
Morris Stone (CRD# 4360615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wichita Falls, TX and has over 23 years of experience in the finance industry.
Daniel Carnahan (CRD# 6576812) is an Investment Advisor Representative working at Avantax Advisory Services in Burkburnett, TX and has over 8 years of experience in the finance industry.
Derek Dansby (CRD# 5265329) is an Investment Advisor Representative working at Brazos Wealth Advisors LLC in Iowa Park, TX and has over 17 years of experience in the finance industry. Derek Dansby 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.
Guy Duke (CRD# 4706858) is an Investment Advisor Representative working at Edward Jones in Burkburnett, TX and has over 20 years of experience in the finance industry.
Dennis Mitchell (CRD# 3074147) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Iowa Park, TX and has over 25 years of experience in the finance industry.
Kerri Williams (CRD# 6971588) is an Investment Advisor Representative working at Edward Jones in Henrietta, TX and has over 5 years of experience in the finance industry.
Shelby Womack (CRD# 6808390) is an Investment Advisor Representative working at Edward Jones in Iowa Park, TX and has over 6 years of experience in the finance industry.
Bradley Yurcho (CRD# 5592840) is an Investment Advisor Representative working at Edward Jones in Henrietta, TX and has over 15 years of experience in the finance industry.