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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
Spencer Carlson (CRD# 6413785) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.
James Carlton (CRD# 1376707) is an Investment Advisor Representative working at Carlton, Hofferkamp And Jenks Wealth Management, LLC in The Woodlands, TX and has over 29 years of experience in the finance industry.
Timothy Carmean (CRD# 1752722) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in The Woodlands, TX and has over 30 years of experience in the finance industry.
Donnie Carpenter (CRD# 5232483) is an Investment Advisor Representative working at First Move Financial, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry. Donnie Carpenter 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.
Paul Carroll (CRD# 1896590) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 19 years of experience in the finance industry. Paul Carroll 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.
Keith Casey (CRD# 725754) is an Investment Advisor Representative working at Innova Capital Management, LLC in Montgomery, TX and has over 43 years of experience in the finance industry.
Miguel Castro (CRD# 1412242) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montgomery, TX and has over 22 years of experience in the finance industry.
Mila Castro (CRD# 6192758) is an Investment Advisor Representative working at Edward Jones in Huntsville, TX and has over 10 years of experience in the finance industry.
Peter Catalano (CRD# 2227202) is an Investment Advisor Representative working at Catalano Financial in The Woodlands, TX and has over 32 years of experience in the finance industry.
Gregory Cater (CRD# 873218) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Magnolia, TX and has over 44 years of experience in the finance industry.