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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
Dee James (CRD# 4525217) is an Investment Advisor Representative working at Tfb Advisors, LLC in Granbury, TX and has over 21 years of experience in the finance industry.
Amy Kaplan-Needham (CRD# 4387210) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springtown, TX and has over 23 years of experience in the finance industry.
Robert Knapp (CRD# 2450884) is an Investment Advisor Representative working at Overridge Wealth Advisors in Aledo, TX and has over 30 years of experience in the finance industry.
Philip Lapp (CRD# 2908936) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Weatherford, TX and has over 26 years of experience in the finance industry.
Grady Lewis (CRD# 5179586) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Granbury, TX and has over 17 years of experience in the finance industry.
Justin Maroney (CRD# 6510836) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Granbury, TX and has over 8 years of experience in the finance industry.
Delania McCarty (CRD# 6688739) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Springtown, TX and has over 7 years of experience in the finance industry.
Mary McDow (CRD# 2906237) is an Investment Advisor Representative working at Edward Jones in Weatherford, TX and has over 25 years of experience in the finance industry.
Michael McGowan (CRD# 4458146) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Granbury, TX and has over 22 years of experience in the finance industry.
Timothy Meyers (CRD# 4662267) is an Investment Advisor Representative working at First Command Advisory Services in Granbury, TX and has over 21 years of experience in the finance industry.