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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
Henry Troell (CRD# 3064834) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gilmer, TX and has over 25 years of experience in the finance industry.
Patrick Vanburkleo (CRD# 2123746) is an Investment Advisor Representative working at Lpl Financial LLC in Gilmer, TX and has over 33 years of experience in the finance industry. Patrick Vanburkleo 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.
Gary Vestal (CRD# 1707075) is an Investment Advisor Representative working at Edward Jones in Gilmer, TX and has over 30 years of experience in the finance industry.
Jennifer Wildman (CRD# 4973672) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Pleasant, TX and has over 18 years of experience in the finance industry.
Franklin Conrad (CRD# 7484470) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, TX and has over 2 years of experience in the finance industry.
Justin Lakin (CRD# 6592105) is an Investment Advisor Representative working at Eagle Strategies LLC in Diana, TX and has over 7 years of experience in the finance industry.
Jason Reid (CRD# 6485291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Pleasant, TX and has over 8 years of experience in the finance industry.
Charles Taylor (CRD# 7246870) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, TX and has over 3 years of experience in the finance industry.