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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
Brandon Destefano (CRD# 6730210) is an Investment Advisor Representative working at Lincoln Investment in Bryan, TX and has over 7 years of experience in the finance industry.
Laura Dillon (CRD# 3088045) is an Investment Advisor Representative working at Ubs Financial Services Inc. in College Station, TX and has over 23 years of experience in the finance industry.
Allan Dunlap (CRD# 1476550) is an Investment Advisor Representative working at Lincoln Investment in Bryan, TX and has over 37 years of experience in the finance industry.
Shana Elliott (CRD# 4675937) is an Investment Advisor Representative working at Edward Jones in College Station, TX and has over 20 years of experience in the finance industry.
Didine Erskine (CRD# 6400234) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in College Station, TX and has over 8 years of experience in the finance industry.
Robert Evans (CRD# 2724463) is an Investment Advisor Representative working at Redwood Private Wealth in College Station, TX and has over 28 years of experience in the finance industry. Robert Evans 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.
Denise Fries (CRD# 1556580) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bryan, TX and has over 37 years of experience in the finance industry.
John Galloway (CRD# 2771834) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in College Station, TX and has over 27 years of experience in the finance industry.
Ronald Gay (CRD# 5647263) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in College Station, TX and has over 14 years of experience in the finance industry.
Matthew Gentry (CRD# 5553364) is an Investment Advisor Representative working at Evidence Wealth, LLC in Bryan, TX and has over 15 years of experience in the finance industry. Matthew Gentry 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.