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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
Kimberly Steed (CRD# 6649832) is an Investment Advisor Representative working at Commonwealth Financial Network in Conroe, TX and has over 6 years of experience in the finance industry. Kimberly Steed 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.
Helen Thornton (CRD# 2451298) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Conroe, TX and has over 30 years of experience in the finance industry.
Kimberly Victoria (CRD# 5799849) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 12 years of experience in the finance industry.
James Webb (CRD# 872943) is an Investment Advisor Representative working at Stirlingshire Investments in Conroe, TX and has over 31 years of experience in the finance industry. James Webb 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.
Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 20 years of experience in the finance industry.
Steven Wohlschlaeger (CRD# 4150304) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Conroe, TX and has over 23 years of experience in the finance industry.
Christopher Wootton (CRD# 5428911) is an Investment Advisor Representative working at Wootton Financial Group Inc. in Conroe, TX and has over 16 years of experience in the finance industry.
Blake Bihm (CRD# 2295811) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Conroe, TX and has over 31 years of experience in the finance industry.
Stephen Eggert (CRD# 7135628) is an Investment Advisor Representative working at Edward Jones in Conroe, TX and has over 4 years of experience in the finance industry.
Matthew Frost (CRD# 7249298) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 3 years of experience in the finance industry. Matthew Frost 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.