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Distance Only Mesquite, 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
Nick Lamb (CRD# 1382320) is an Investment Advisor Representative working at Primerica Advisors in Mesquite, TX and has over 38 years of experience in the finance industry.
Rex Mims (CRD# 5302995) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 16 years of experience in the finance industry.
Ted Perry (CRD# 4569990) is an Investment Advisor Representative working at Primerica Advisors in Mesquite, TX and has over 21 years of experience in the finance industry.
Kyle Roehrig (CRD# 5485175) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesquite, TX and has over 15 years of experience in the finance industry.
Matthew Taylor (CRD# 4326911) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 23 years of experience in the finance industry.
Bryan Webb (CRD# 6383300) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 9 years of experience in the finance industry.
Bradley Weddle (CRD# 1865274) is an Investment Advisor Representative working at Advisor Resource Council in Mesquite, TX and has over 35 years of experience in the finance industry. Bradley Weddle 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.
Joshua Young (CRD# 6181520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wylie, TX and has over 10 years of experience in the finance industry.
Imelda Banda (CRD# 5985465) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mesquite, TX and has over 12 years of experience in the finance industry.
Alejandro Gualy (CRD# 7086377) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mesquite, TX and has over 3 years of experience in the finance industry.