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Distance Only Live Oak, 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
David Stanley (CRD# 2085188) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 33 years of experience in the finance industry.
Danielle Thompkins (CRD# 6500869) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 7 years of experience in the finance industry.
Katya Thompson-Cantu (CRD# 4001395) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 24 years of experience in the finance industry.
Jeffry Woodcock (CRD# 2642778) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 22 years of experience in the finance industry. Jeffry Woodcock 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.
Deric Eldridge (CRD# 6895460) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 6 years of experience in the finance industry.
Travis Hughes (CRD# 7006694) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 5 years of experience in the finance industry.
Rogelio Torres (CRD# 7213384) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 3 years of experience in the finance industry.