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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
Sherry Travis (CRD# 3075276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 25 years of experience in the finance industry.
Montford Turley (CRD# 2720599) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 27 years of experience in the finance industry.
Jacob Vernon (CRD# 5060358) is an Investment Advisor Representative working at Edward Jones in Nederland, TX and has over 18 years of experience in the finance industry.
Kevin Wagner (CRD# 866514) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 44 years of experience in the finance industry.
Kayla Weeks (CRD# 6081177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 11 years of experience in the finance industry.
Daniel Weinbaum (CRD# 733674) is an Investment Advisor Representative working at Spindletop Commonwealth Advisors LLC in Beaumont, TX and has over 42 years of experience in the finance industry.
Angela White (CRD# 5926657) is an Investment Advisor Representative working at Newedge Advisors in Beaumont, TX and has over 12 years of experience in the finance industry.
Daniel Williams (CRD# 6754006) is an Investment Advisor Representative working at Primerica Advisors in Beaumont, TX and has over 6 years of experience in the finance industry.
Jon Williams (CRD# 5911191) is an Investment Advisor Representative working at Lpl Financial LLC in Nederland, TX and has over 10 years of experience in the finance industry.
Pat Wilson (CRD# 4137529) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nederland, TX and has over 24 years of experience in the finance industry.