-
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
Kevin Bruce (CRD# 4460048) is an Investment Advisor Representative working at Hfg Wealth Management, LLC in The Woodlands, TX and has over 22 years of experience in the finance industry. Kevin Bruce 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.
Sherry Buhrle (CRD# 1683581) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 32 years of experience in the finance industry.
W Lee Bull (CRD# 3004657) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 26 years of experience in the finance industry. W Lee Bull 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.
Michael Camara (CRD# 5232671) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry. Michael Camara 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.
Joseph Canlas (CRD# 5216736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 7 years of experience in the finance industry.
Redenjohn Canlas (CRD# 5017081) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 18 years of experience in the finance industry.
Cameron Capriotti (CRD# 6671030) is an Investment Advisor Representative working at Legacy Chief Financial Office, LLC in The Woodlands, TX and has over 7 years of experience in the finance industry. Cameron Capriotti 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.
David Carbajal (CRD# 6540190) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in The Woodlands, TX and has over 7 years of experience in the finance industry. David Carbajal 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 Carlson (CRD# 6413785) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.
James Carlton (CRD# 1376707) is an Investment Advisor Representative working at Carlton, Hofferkamp And Jenks Wealth Management, LLC in The Woodlands, TX and has over 29 years of experience in the finance industry.