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Distance Only Waco, 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
Kendall Lovett (CRD# 1378239) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waco, TX and has over 28 years of experience in the finance industry.
Jeremy McCurdy (CRD# 5737254) is an Investment Advisor Representative working at 3t Advisors LLC in Waco, TX and has 1 year of experience in the finance industry. Jeremy McCurdy 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.
Brent McFarling (CRD# 4214194) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 23 years of experience in the finance industry.
Devin Mejia (CRD# 6463825) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 8 years of experience in the finance industry.
Alia Mitchell (CRD# 5086259) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Waco, TX and has over 7 years of experience in the finance industry.
Sabrina Moore (CRD# 6557632) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 8 years of experience in the finance industry.
Clode Moradi (CRD# 4218783) is an Investment Advisor Representative working at Brilliant Financial Strategies LLC in Waco, TX and has over 23 years of experience in the finance industry. Clode Moradi 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 Morrison (CRD# 1254375) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waco, TX and has over 39 years of experience in the finance industry.
Cynthia Mosley-Guy (CRD# 1200907) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 40 years of experience in the finance industry.
James Myatt (CRD# 1000072) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 42 years of experience in the finance industry.