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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
Jason Watson (CRD# 4301657) is an Investment Advisor Representative working at American Beacon Advisors, Inc. in Irving, TX and has over 22 years of experience in the finance industry.
Jeffrey Watson (CRD# 2839781) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 27 years of experience in the finance industry. Jeffrey Watson 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.
Brian Weatherly (CRD# 5930481) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 12 years of experience in the finance industry.
Benjamin Westerterp (CRD# 2407034) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 30 years of experience in the finance industry. Benjamin Westerterp 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.
Terry Whiddon (CRD# 3068122) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.
Elinos Whitlock (CRD# 2391313) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 30 years of experience in the finance industry.
Donald Whitman (CRD# 2975003) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
James Wilson (CRD# 1567318) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.
Jay Wimmer (CRD# 2801898) is an Investment Advisor Representative working at Wimmer Consulting, LLC in Irving, TX and has over 27 years of experience in the finance industry.
Michael Wollitz (CRD# 5386617) is an Investment Advisor Representative working at The Ayco Company, LP in Irving, TX and has over 16 years of experience in the finance industry.