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Distance Only Sugar Land, 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
William Jameson (CRD# 1483978) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. William Jameson 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.
James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 12 years of experience in the finance industry.
Terry Kelly (CRD# 2434554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 27 years of experience in the finance industry.
Russell Kemp (CRD# 4786873) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sugar Land, TX and has over 19 years of experience in the finance industry. Russell Kemp 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.
Durwesh Khalfe (CRD# 6921047) is an Investment Advisor Representative working at My Harvest Field Financial LLC in Sugar Land, TX and has over 5 years of experience in the finance industry.
James Klodosky (CRD# 2187259) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sugar Land, TX and has over 32 years of experience in the finance industry.
Matthew Kullman (CRD# 6840169) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sugar Land, TX and has over 6 years of experience in the finance industry.
Rajashree Lahoti (CRD# 4261026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sugar Land, TX and has over 23 years of experience in the finance industry.
Harriss Lauderdale (CRD# 5932813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 12 years of experience in the finance industry.
Chanda Leger (CRD# 6278471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 8 years of experience in the finance industry.