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Distance Only Bedford, TX
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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
Kristie Polk (CRD# 5126100) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bedford, TX and has over 17 years of experience in the finance industry.
Shawndi Purselley (CRD# 3147749) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bedford, TX and has over 23 years of experience in the finance industry. Shawndi Purselley 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.
Dallas Rainwater (CRD# 6067185) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedford, TX and has over 11 years of experience in the finance industry.
Joann Shytle (CRD# 2555458) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedford, TX and has over 28 years of experience in the finance industry.
John Towers (CRD# 4553871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedford, TX and has over 21 years of experience in the finance industry.
Ryan Watson (CRD# 7079302) is an Investment Advisor Representative working at Fidelium Investment Advisers, LLC in Bedford, TX and has over 5 years of experience in the finance industry.
Becca Brister (CRD# 6394966) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bedford, TX and has over 9 years of experience in the finance industry.
Keith Church (CRD# 7258719) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedford, TX and has over 2 years of experience in the finance industry.
Ryan Cox (CRD# 7071063) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bedford, TX and has over 5 years of experience in the finance industry.
Brandon Daniel (CRD# 7630801) is an Investment Advisor Representative working at Atai Capital Management LLC in Bedford, TX and has 1 year of experience in the finance industry.