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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
Richard Maier (CRD# 4391354) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Willis, TX and has over 23 years of experience in the finance industry.
David Martin (CRD# 2442344) is an Investment Advisor Representative working at Fb Advisory Services, LLC in Livingston, TX and has over 30 years of experience in the finance industry.
Andrew McAlister (CRD# 7005538) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Conroe, TX and has over 5 years of experience in the finance industry.
Derrick McCarley (CRD# 6330818) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 8 years of experience in the finance industry.
Kris McDonald (CRD# 6013472) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 12 years of experience in the finance industry. Kris McDonald 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.
Edwin Nieto (CRD# 6487536) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 8 years of experience in the finance industry.
Johnny Nobile (CRD# 5630795) is an Investment Advisor Representative working at Novodyn Advisors LLC in The Woodlands, TX and has over 15 years of experience in the finance industry.
Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with the nations top fiduciary management organizations so we have both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.
What We Do…
Our job is to make your firms retirement plan work for your rather than the other way around. We are uniquely qualified to assist and consult...
William Paladino (CRD# 5834266) is an Investment Advisor Representative working at Paladino Wealth in Conroe, TX and has over 13 years of experience in the finance industry.
Shawn Pressley (CRD# 6952695) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 5 years of experience in the finance industry.