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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
Teresa Black (CRD# 1351625) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sugar Land, TX and has over 38 years of experience in the finance industry.
James Blair (CRD# 3182062) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sugar Land, TX and has over 25 years of experience in the finance industry.
Keith Borgfeldt (CRD# 2192171) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sugar Land, TX and has over 32 years of experience in the finance industry.
Bert Boutte (CRD# 4984482) is an Investment Advisor Representative working at Edelman Financial Engines in Sugar Land, TX and has over 18 years of experience in the finance industry.
John Bowers (CRD# 4372206) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Sugar Land, TX and has over 22 years of experience in the finance industry.
Kelly Breaux-Dunk (CRD# 2167107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 30 years of experience in the finance industry.
Michael Brooks (CRD# 5044407) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sugar Land, TX and has over 14 years of experience in the finance industry.
Tommy Brooks (CRD# 6755991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sugar Land, TX and has over 6 years of experience in the finance industry. Tommy Brooks 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.
Gregory Buchai (CRD# 2731991) is an Investment Advisor Representative working at Lpl Financial LLC in Sugar Land, TX and has over 27 years of experience in the finance industry.
Cathy Buchanan (CRD# 3137010) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sugar Land, TX and has over 25 years of experience in the finance industry.