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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
Lisa Haley (CRD# 4579362) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Weatherford, TX and has over 19 years of experience in the finance industry.
Heath Hamrick (CRD# 4808815) is an Investment Advisor Representative working at H Cubed Financial Solutions in Granbury, TX and has over 19 years of experience in the finance industry. Heath Hamrick 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.
Robert Hamrick (CRD# 3243122) is an Investment Advisor Representative working at Hamrick Financial, LLC in Weatherford, TX and has over 24 years of experience in the finance industry.
Leon Henry (CRD# 4986676) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Weatherford, TX and has over 18 years of experience in the finance industry.
Jennifer Hickman (CRD# 2983109) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Springtown, TX and has over 11 years of experience in the finance industry.
Hayden Hill (CRD# 6656223) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 5 years of experience in the finance industry. Hayden Hill 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.
Donald Hubbard (CRD# 4023073) is an Investment Advisor Representative working at Advisor Resource Council in Weatherford, TX and has over 24 years of experience in the finance industry. Donald Hubbard 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.
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.