-
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
Matthew Webb (CRD# 6387680) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lubbock, TX and has over 9 years of experience in the finance industry. Matthew Webb 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.
Billy Weikel (CRD# 5415840) is an Investment Advisor Representative working at Primerica Advisors in Lubbock, TX and has over 12 years of experience in the finance industry.
Stacy Wenzel (CRD# 5755854) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lubbock, TX and has over 14 years of experience in the finance industry.
Kathleen Williams-Price (CRD# 2450125) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Lubblock, TX and has over 30 years of experience in the finance industry.
David Winston (CRD# 2314853) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 31 years of experience in the finance industry.
Timothy Wolfe (CRD# 2233933) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lubbock, TX and has over 32 years of experience in the finance industry.
Thomas Wood (CRD# 3039141) is an Investment Advisor Representative working at Edward Jones in Lubbock, TX and has over 26 years of experience in the finance industry.
David Yonker (CRD# 1542951) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 37 years of experience in the finance industry. David Yonker 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.
Kaylyn Adams (CRD# 6663109) is an Investment Advisor Representative working at Evensky & Katz/foldes Wealth Management in Lubbock, TX and has 1 year of experience in the finance industry. Kaylyn Adams 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.
Mandi Applegate (CRD# 6612292) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.