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Distance Only Keller, TX
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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
William Arnold (CRD# 7828917) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Keller, TX and has 1 year of experience in the finance industry.
Brian Hart (CRD# 6992434) is an Investment Advisor Representative working at Planmember Securities Corporation in Keller, TX and has over 5 years of experience in the finance industry.
Courtney Hobbs (CRD# 6213061) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keller, TX and has 1 year of experience in the finance industry.
Trista Jacobs (CRD# 7495675) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.
Barton Jefferys (CRD# 2870445) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Keller, TX and has over 26 years of experience in the finance industry.
Robert McGraw (CRD# 3017843) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Keller, TX and has over 4 years of experience in the finance industry.
Steven Myers (CRD# 7586888) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 2 years of experience in the finance industry.
Marcus Novacheck (CRD# 4528132) is an Investment Advisor Representative working at Manteio Capital LLC in Keller, TX and has over 20 years of experience in the finance industry.
Melinda Plumb (CRD# 6465644) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Keller, TX and has over 8 years of experience in the finance industry.
Samuel Pond (CRD# 6826918) is an Investment Advisor Representative working at Keener Financial Planning in Keller, TX and has over 6 years of experience in the finance industry. Samuel Pond 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.