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Distance Only Weatherford, 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
Bryan Smith (CRD# 3220092) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weatherford, TX and has over 24 years of experience in the finance industry.
Drew Springer (CRD# 7228191) is an Investment Advisor Representative working at Advisory Services Network in Weatherford, TX and has over 3 years of experience in the finance industry.
Madison Wallace (CRD# 6802558) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 4 years of experience in the finance industry. Madison Wallace 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.
Waylon Widler (CRD# 6674646) is an Investment Advisor Representative working at Advisory Services Network in Weatherford, TX and has over 2 years of experience in the finance industry.
Marley Wood (CRD# 7259334) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has 1 year of experience in the finance industry. Marley Wood 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.
Stephen Hutton (CRD# 3222032) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weatherford, TX and has over 24 years of experience in the finance industry.