-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Eliot Rester (CRD# 4508630) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Pleasant, TX and has over 22 years of experience in the finance industry.
Jennifer Wildman (CRD# 4973672) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Pleasant, TX and has over 18 years of experience in the finance industry.
Franklin Conrad (CRD# 7484470) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, TX and has over 2 years of experience in the finance industry.
Jason Reid (CRD# 6485291) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mount Pleasant, TX and has over 8 years of experience in the finance industry.
Charles Taylor (CRD# 7246870) is an Investment Advisor Representative working at Edward Jones in Mount Pleasant, TX and has over 3 years of experience in the finance industry.
Phillip Chapman (CRD# 2439743) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hughes Springs, TX and has over 30 years of experience in the finance industry. Phillip Chapman 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.
Kathy Costner (CRD# 1001193) is an Investment Advisor Representative working at Principal Securities, Inc. in Pittsburg, TX and has over 14 years of experience in the finance industry.
George Fite (CRD# 6310548) is an Investment Advisor Representative working at Edward Jones in Mount Vernon, TX and has over 9 years of experience in the finance industry.
Robert Gomez (CRD# 6170038) is an Investment Advisor Representative working at First Advisors National, LLC in Winnsboro, TX and has over 11 years of experience in the finance industry.
William Harrison (CRD# 4023060) is an Investment Advisor Representative working at Edward Jones in Winnsboro, TX and has over 24 years of experience in the finance industry.