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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
Roger Taylor (CRD# 1707270) is an Investment Advisor Representative working at Lpl Financial LLC in Magnolia, TX and has over 31 years of experience in the finance industry.
Matthew Vorst (CRD# 4504744) is an Investment Advisor Representative working at Sirius Wealth Management Strategies, LLC in Magnolia, TX and has over 22 years of experience in the finance industry.
Roger Walker (CRD# 6483517) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Magnolia, TX and has over 7 years of experience in the finance industry.
Bryan Dellinger (CRD# 2834815) is an Investment Advisor Representative working at Park Avenue Securities LLC in Magnolia, TX and has over 27 years of experience in the finance industry.
Brian Hartley (CRD# 7766653) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has 1 year of experience in the finance industry.
William Lloyd (CRD# 6632806) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Magnolia, TX and has over 7 years of experience in the finance industry.
Scott McKenzie (CRD# 6956329) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has 1 year of experience in the finance industry.
Jonathan Parr (CRD# 7532846) is an Investment Advisor Representative working at Edward Jones in Magnolia, TX and has 1 year of experience in the finance industry.
Kirby Jacobson (CRD# 113510) is an Investment Advisor Representative at Astoria Strategic Wealth, Inc. and has over 15 years of experience in the finance industry. Kirby Jacobson is the Chief Investment Officer (CIO) of Astoria Strategic Wealth. Astoria is an independently owned, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Texas. Astoria focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional...
Catherine Abbruscato (CRD# 5776541) is an Investment Advisor Representative working at Equitable Advisors, LLC in The Woodlands, TX and has over 13 years of experience in the finance industry.