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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
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.
Jimmie Simpson (CRD# 6827430) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willow Park, TX and has over 6 years of experience in the finance industry.
Michael Smith (CRD# 6092101) is an Investment Advisor Representative working at Edward Jones in Willow Park, TX and has over 11 years of experience in the finance industry.
Ralph Smith (CRD# 1034694) is an Investment Advisor Representative working at Nautical Star Financial Group LLC in Weatherford, TX and has over 42 years of experience in the finance industry.
Richard Spence (CRD# 2086210) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Aledo, TX and has over 16 years of experience in the finance industry.
Drew Springer (CRD# 802035) is an Investment Advisor Representative working at Advisory Services Network in Weatherford, TX and has over 39 years of experience in the finance industry.