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Distance Only Gainesville, 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
Cary Cates (CRD# 5761798) is an Investment Advisor Representative working at Cates Fp, Cates Tax Advisory in Gainesville, TX and has over 14 years of experience in the finance industry. Cary Cates 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.
David Heard (CRD# 4689215) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 20 years of experience in the finance industry.
Morgan Henderson (CRD# 6523515) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 5 years of experience in the finance industry.
George Lawrence (CRD# 6836743) is an Investment Advisor Representative working at Lei Wealth Management, LLC in Gainesville, TX and has over 6 years of experience in the finance industry.
Earl Russell (CRD# 1559463) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 24 years of experience in the finance industry.
Thomas Schalk (CRD# 2827245) is an Investment Advisor Representative working at Spc in Gainesville, TX and has over 21 years of experience in the finance industry.
Ken Walbridge (CRD# 1380069) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Gainesville, TX and has over 24 years of experience in the finance industry.
Blake Wallace (CRD# 5807195) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has over 13 years of experience in the finance industry.
Michael Chrustawka (CRD# 7370676) is an Investment Advisor Representative working at Gradient Advisors, LLC in Gainesville, TX and has over 4 years of experience in the finance industry.
Ladonna Fleitman (CRD# 2976569) is an Investment Advisor Representative working at Edward Jones in Gainesville, TX and has 1 year of experience in the finance industry.