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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
Keith Nielsen (CRD# 2814298) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 27 years of experience in the finance industry.
Donna Phelps (CRD# 3160013) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 25 years of experience in the finance industry.
Traci Plemons (CRD# 3138522) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Waco, TX and has over 24 years of experience in the finance industry.
Brian Reinowski (CRD# 6630876) 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.
Hattie Ritchey (CRD# 1135722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Waco, TX and has over 20 years of experience in the finance industry.
Joanna Rogers (CRD# 4929259) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 16 years of experience in the finance industry.
Matthew Rollins (CRD# 5592821) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 15 years of experience in the finance industry.
Steven Sappington (CRD# 2335721) is an Investment Advisor Representative working at G. A. Repple & Company in Waco, TX and has over 30 years of experience in the finance industry.
Joshua Satterfield (CRD# 4746649) is an Investment Advisor Representative working at Edward Jones in Waco, TX and has over 20 years of experience in the finance industry.
Loren Schwartz (CRD# 2402955) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waco, TX and has over 30 years of experience in the finance industry.