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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
James Zeleskey Jr (CRD# 6371105) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lufkin, TX and has over 9 years of experience in the finance industry.
Zachary Boyd (CRD# 7500715) is an Investment Advisor Representative working at Edward Jones in Lufkin, TX and has 1 year of experience in the finance industry.
Christopher Conrad (CRD# 3237118) is an Investment Advisor Representative working at Planmember Securities Corporation in Lufkin, TX and has over 2 years of experience in the finance industry.
Jay Jackson (CRD# 3051932) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lufkin, TX and has over 25 years of experience in the finance industry.
Ashlyn Reece (CRD# 6852616) is an Investment Advisor Representative working at Commonwealth Financial Network in Lufkin, TX and has over 4 years of experience in the finance industry.
William Alvis (CRD# 6286247) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Diboll, TX and has over 10 years of experience in the finance industry.
Jason Barber (CRD# 5973780) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 12 years of experience in the finance industry. Jason Barber 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.
Steven Barber (CRD# 2265413) is an Investment Advisor Representative working at Holistic Planning, LLC in Nacogdoches, TX and has over 31 years of experience in the finance industry. Steven Barber 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.
Thad Erwin (CRD# 4633960) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nacogdoches, TX and has over 21 years of experience in the finance industry.
Kelly Flores (CRD# 4406458) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Nacogdoches, TX and has over 21 years of experience in the finance industry.