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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
Scott Wilson (CRD# 2570233) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 29 years of experience in the finance industry.
Brent Wyble (CRD# 7033681) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Nederland, TX and has over 5 years of experience in the finance industry.
Kurtis Bell (CRD# 6379859) is an Investment Advisor Representative working at Lpl Financial LLC in Beaumont, TX and has over 2 years of experience in the finance industry.
Casey Blankenship (CRD# 7523971) is an Investment Advisor Representative working at Primerica Advisors in Beaumont, TX and has over 2 years of experience in the finance industry.
Damon Davis (CRD# 2565386) is an Investment Advisor Representative working at Wells Fargo Advisors in Beaumont, TX and has over 29 years of experience in the finance industry. Damon Davis 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.
Daniel Fruge (CRD# 7463180) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has 1 year of experience in the finance industry.
Lauren Gilbert (CRD# 5641012) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vidor, TX and has over 9 years of experience in the finance industry.
Jordan Godeaux (CRD# 7327145) is an Investment Advisor Representative working at Eagle Strategies LLC in Beaumont, TX and has over 2 years of experience in the finance industry.
Hank Hargraves (CRD# 7890014) is an Investment Advisor Representative working at Retirement Financial Group, LLC in Beaumont, TX and has 1 year of experience in the finance industry.
Scott Hawk (CRD# 7780208) is an Investment Advisor Representative working at Newedge Advisors in Beaumont, TX and has 1 year of experience in the finance industry.