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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
Christopher Voorheese (CRD# 4754752) is an Investment Advisor Representative working at Edward Jones in Sulphur Springs, TX and has over 20 years of experience in the finance industry.
Victoria Ward (CRD# 1854131) is an Investment Advisor Representative working at Financial Lifestyle Management in Greenville, TX and has over 35 years of experience in the finance industry. Victoria Ward 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.
David Wilson (CRD# 2378267) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Yantis, TX and has over 30 years of experience in the finance industry.
Savannah Bur (CRD# 5243777) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Caddo Mills, TX and has 1 year of experience in the finance industry.
Whitney Davis (CRD# 7250806) is an Investment Advisor Representative working at Davis Financial Services in Dallas, TX and has over 2 years of experience in the finance industry.
Paul Kelley (CRD# 4605244) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lone Oak, TX and has over 21 years of experience in the finance industry.
Penni Perkins (CRD# 3010562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, TX and has over 24 years of experience in the finance industry.
Robert Scott (CRD# 7338619) is an Investment Advisor Representative working at Edward Jones in Bonham, TX and has over 2 years of experience in the finance industry.
Julia Wilhite (CRD# 7536042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sulphur Springs, TX and has 1 year of experience in the finance industry.