Wealth Management Providers

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73 profiles

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Page 6 of 7

Professional	Firm & role	Office	Focus
NK Nicholas Kevin BarnesHistorical record	Avantax Investment Services, Inc.Financial professional	CoppellTexas	Financial services
NT Nitame ThomasHistorical record	Transamerica Financial Advisors, IncInvestment Advisor Representative	PlanoTexas	Wealth management
PW Paul William DietterichHistorical record	International Assets Advisory, LLCFinancial professional	DallasTexas	Financial services
RP Robert Peter GreeneHistorical record	Kingswood Capital Partners, LLCFinancial professional	HoustonTexas	Financial services
RA Roberto Alexander MontielHistorical record	Citigroup Global Markets Inc.Financial professional	DallasTexas	Financial services
RC Roberto Cortina Gonzalez Cortina Gonzalez PazHistorical record	Citigroup Global Markets Inc.Senior Wealth Advisor	HoustonTexas	Wealth management
SR Scott Ray GibsonHistorical record	J.P. Morgan Securities LLCFinancial professional	San AntonioTexas	Financial services
TA Tiffany A MansfieldHistorical record	Wells Fargo Clearing Services, LLCRegistered Client Associate	SpringTexas	Financial services
TA Todd Alexander TabaccoHistorical record	Koonce Securities, LLCFinancial professional	DallasTexas	Financial services
TJ Tonia JonesHistorical record	J.P. Morgan Securities LLCFinancial professional	HoustonTexas	Financial services
VJ Victor Jiyoon SinnHistorical record	Jefferies LLCSenior Vice President	HoustonTexas	Financial services
WE William Edward EldridgeHistorical record	First Command Brokerage Services, Inc.Financial Advisor	Corpus ChristiTexas	Wealth management

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