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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
Teresa Palmer (CRD# 1455601) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Willow Park, TX and has over 36 years of experience in the finance industry.
Gary Peckham (CRD# 4909650) is an Investment Advisor Representative working at Rydar Equities, Inc. in Weatherford, TX and has over 19 years of experience in the finance industry.
John Petrach (CRD# 6896084) is an Investment Advisor Representative working at Edward Jones in Weatherford, TX and has over 6 years of experience in the finance industry.
Tonya Powell (CRD# 5091043) is an Investment Advisor Representative working at Berry Wealth Group in Granbury, TX and has over 16 years of experience in the finance industry.
Louis Presley (CRD# 5576194) is an Investment Advisor Representative working at Presley Capital Management, LLC in Cresson, TX and has over 16 years of experience in the finance industry.
Carolyn Rocha (CRD# 5798566) is an Investment Advisor Representative working at Edward Jones in Springtown, TX and has over 13 years of experience in the finance industry.
James Sargent (CRD# 4809694) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 19 years of experience in the finance industry. James Sargent 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.
Erik Severson (CRD# 2315397) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Weatherford, TX and has over 17 years of experience in the finance industry.
Jill Shaw (CRD# 5448327) is an Investment Advisor Representative working at Edward Jones in Granbury, TX and has over 9 years of experience in the finance industry.
John Shelton (CRD# 4067844) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aledo, TX and has over 23 years of experience in the finance industry.