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Distance Only Stephenville, TX
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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
Deann Morgan (CRD# 3221590) is an Investment Advisor Representative working at Mariner Wealth in Stephenville, TX and has over 24 years of experience in the finance industry. Deann Morgan 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.
Cole Parks (CRD# 4941163) is an Investment Advisor Representative working at Southwestern Advisory Group LLC in Stephenville, TX and has over 15 years of experience in the finance industry.
William Royal (CRD# 6533412) is an Investment Advisor Representative working at Cwm, LLC in Stephenville, TX and has over 8 years of experience in the finance industry. William Royal 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.
Spencer Sligh (CRD# 5837733) is an Investment Advisor Representative working at Advisor Resource Council in Stephenville, TX and has over 13 years of experience in the finance industry.
Cary Strohmeyer (CRD# 4873485) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Stephenville, TX and has over 19 years of experience in the finance industry.
Jennifer Williams (CRD# 4389894) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stephenville, TX and has over 9 years of experience in the finance industry.
Steven Williams (CRD# 2266902) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Stephenville, TX and has over 31 years of experience in the finance industry.