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Distance Only Conroe, 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
Matthew Kogler (CRD# 6314932) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Conroe, TX and has over 9 years of experience in the finance industry.
Maria Lamas (CRD# 3197257) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Conroe, TX and has over 25 years of experience in the finance industry.
Dudley Lehmer (CRD# 1692295) is an Investment Advisor Representative working at Wootton Financial Group Inc. in Conroe, TX and has over 36 years of experience in the finance industry.
Diana Lonbeck (CRD# 6218668) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Conroe, TX and has over 10 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.
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.