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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
Bryan Smith (CRD# 3220092) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Weatherford, TX and has over 25 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.
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.
Tanya Ackermann (CRD# 6303332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.
David Adams (CRD# 2591615) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 29 years of experience in the finance industry.
Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.
Jennifer Addison (CRD# 5264467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.
Stephanie Addison (CRD# 2282066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 31 years of experience in the finance industry.
John Adeniji (CRD# 4578669) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 21 years of experience in the finance industry. John Adeniji 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.