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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
Jon Park (CRD# 2977433) is an Investment Advisor Representative working at Mariner Independent in Hugo, OK and has over 26 years of experience in the finance industry.
Kerrie Beene (CRD# 6583599) is an Investment Advisor Representative working at Rooted Planning Group in Valliant, OK and has over 8 years of experience in the finance industry. Kerrie Beene 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.
Jeffrey Cade (CRD# 2482269) is an Investment Advisor Representative working at Edward Jones in Paris, TX and has over 29 years of experience in the finance industry.
James Callaway (CRD# 2373512) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Paris, TX and has over 27 years of experience in the finance industry.
Thomas Callaway (CRD# 2440561) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Paris, TX and has over 30 years of experience in the finance industry.
Andrew Cobb (CRD# 6481914) is an Investment Advisor Representative working at Edward Jones in Paris, TX and has over 8 years of experience in the finance industry.
Stephen Gerrald (CRD# 5310856) is an Investment Advisor Representative working at Edward Jones in Paris, TX and has over 16 years of experience in the finance industry. Stephen Gerrald 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.
Darrin Gifford (CRD# 6863917) is an Investment Advisor Representative working at Edward Jones in Paris, TX and has over 6 years of experience in the finance industry.
Ryan Lassiter (CRD# 4264770) is an Investment Advisor Representative working at Edward Jones in Paris, TX and has over 23 years of experience in the finance industry.
Donald Moffitt (CRD# 2116512) is an Investment Advisor Representative working at Lpl Financial LLC in Paris, TX and has over 31 years of experience in the finance industry.