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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
Leon Henry (CRD# 4986676) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Weatherford, TX and has over 18 years of experience in the finance industry.
Hayden Hill (CRD# 6656223) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 5 years of experience in the finance industry. Hayden Hill 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.
Donald Hubbard (CRD# 4023073) is an Investment Advisor Representative working at Advisor Resource Council in Weatherford, TX and has over 24 years of experience in the finance industry. Donald Hubbard 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.
Jeffrey Isom (CRD# 5753723) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Weatherford, TX and has over 14 years of experience in the finance industry.
Philip Lapp (CRD# 2908936) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Weatherford, TX and has over 26 years of experience in the finance industry.
Mary McDow (CRD# 2906237) is an Investment Advisor Representative working at Edward Jones in Weatherford, TX and has over 25 years of experience in the finance industry.
Mary Naumann (CRD# 1671332) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Weatherford, TX and has over 36 years of experience in the finance industry.
John Petrach (CRD# 6896084) is an Investment Advisor Representative working at Edward Jones in Weatherford, TX and has over 6 years of experience in the finance industry.
James Sargent (CRD# 4809694) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has over 19 years of experience in the finance industry. James Sargent 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.
Erik Severson (CRD# 2315397) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Weatherford, TX and has over 17 years of experience in the finance industry.