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Distance Only Kingwood, 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
Dana O'toole (CRD# 2463769) is an Investment Advisor Representative working at Frost Investment Services in Kingwood, TX and has over 17 years of experience in the finance industry.
Michael Price (CRD# 6326966) is an Investment Advisor Representative working at Avantax Advisory Services in Kingwood, TX and has over 9 years of experience in the finance industry.
Briana Prucha (CRD# 6649507) is an Investment Advisor Representative working at Edward Jones in Kingwood, TX and has over 5 years of experience in the finance industry.
Matthew Prucha (CRD# 4343400) is an Investment Advisor Representative working at Edward Jones in Kingwood, TX and has over 23 years of experience in the finance industry.
Cassandra Richardson (CRD# 5538227) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Kingwood, TX and has over 14 years of experience in the finance industry. Cassandra Richardson 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.
Jack Roland (CRD# 1755378) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kingwood, TX and has over 36 years of experience in the finance industry.
John Rood (CRD# 2693581) is an Investment Advisor Representative working at Avantax Advisory Services in Kingwood, TX and has over 28 years of experience in the finance industry.
James Roth (CRD# 5814006) is an Investment Advisor Representative working at Roth Financial Partners LLC in Kingwood, TX and has over 10 years of experience in the finance industry. James Roth 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.
Peter Roth (CRD# 1201110) is an Investment Advisor Representative working at Roth Financial Partners LLC in Kingwood, TX and has over 40 years of experience in the finance industry. Peter Roth 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.
Matthew Russell (CRD# 5634348) is an Investment Advisor Representative working at Mtr Financial Services, LLC in Kingwood, TX and has 1 year of experience in the finance industry. Matthew Russell 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.