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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
Douglas Bock (CRD# 6682913) 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.
Russell Crane (CRD# 5619424) is an Investment Advisor Representative working at Edward Jones in Live Oak, TX and has over 15 years of experience in the finance industry.
Wesley Garner (CRD# 4298259) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 23 years of experience in the finance industry.
James Herring (CRD# 6260302) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 8 years of experience in the finance industry.
Caleb Johnson (CRD# 6337837) 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.
David Kunold (CRD# 4425024) 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.
David Matthews (CRD# 4620837) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 21 years of experience in the finance industry. David Matthews 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.
Adam Rhoades (CRD# 6310251) is an Investment Advisor Representative working at Edward Jones in Live Oak, TX and has over 9 years of experience in the finance industry.
John Rodriguez (CRD# 2991668) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 26 years of experience in the finance industry.
Eric Sheppard (CRD# 6219623) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 10 years of experience in the finance industry.