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Distance Metro area (25 miles)
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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
Michael Alexander (CRD# 1956648) is an Investment Advisor Representative working at Cuso Financial Services in Wadsworth, TX and has over 28 years of experience in the finance industry.
Joseph Allison (CRD# 2726356) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Bay City, TX and has over 28 years of experience in the finance industry. Joseph Allison 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 Beall (CRD# 4810846) is an Investment Advisor Representative working at Edward Jones in Lake Jackson, TX and has over 11 years of experience in the finance industry.
Josh Beall (CRD# 6689911) is an Investment Advisor Representative working at Edward Jones in Lake Jackson, TX and has over 7 years of experience in the finance industry.
Jeanine Bernal (CRD# 2463597) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New Orleans, LA and has over 30 years of experience in the finance industry.
Irma Callaway (CRD# 4918164) is an Investment Advisor Representative working at Edward Jones in Lake Jackson, TX and has over 18 years of experience in the finance industry.
Bethany Davis (CRD# 5249435) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Jackson, TX and has over 17 years of experience in the finance industry.
John Dickerson (CRD# 2364986) is an Investment Advisor Representative working at Edward Jones in Bay City, TX and has over 30 years of experience in the finance industry.
Dean Elliott (CRD# 2756037) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Jackson, TX and has over 27 years of experience in the finance industry.
Jeffrey Fattig (CRD# 4966758) is an Investment Advisor Representative working at Cwm, LLC in Lake Jackson, TX and has over 18 years of experience in the finance industry. Jeffrey Fattig 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.