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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
Jacob Irwin (CRD# 4785571) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 17 years of experience in the finance industry.
Jonathan Killingsworth (CRD# 5716716) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 13 years of experience in the finance industry.
Ashley King (CRD# 6988616) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 5 years of experience in the finance industry.
Lorie Knox (CRD# 6327890) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Marshall, TX and has over 2 years of experience in the finance industry.
Brooke Labouve (CRD# 7604679) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has 1 year of experience in the finance industry.
Ryan Lacy (CRD# 7191042) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 3 years of experience in the finance industry.
Michelle Lamond (CRD# 3235029) is an Investment Advisor Representative working at Wells Fargo Advisors in Longview , TX and has over 17 years of experience in the finance industry.
Aurelio Ortiz (CRD# 7578661) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has 1 year of experience in the finance industry.
Preston Paul (CRD# 6993398) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has over 2 years of experience in the finance industry.
Clinton Quinn (CRD# 7374763) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Longview, TX and has over 2 years of experience in the finance industry. Clinton Quinn 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.