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Distance Only Coppell, 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
Ashok Agarwalla (CRD# 6255802) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 10 years of experience in the finance industry.
Sean Alford (CRD# 5968697) is an Investment Advisor Representative in Coppell, TX and has over 7 years of experience in the finance industry. Sean Alford 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Allie (CRD# 5020694) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 14 years of experience in the finance industry.
Anthony Apollaro (CRD# 2524799) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 16 years of experience in the finance industry.
Victoria Areingdale (CRD# 6509799) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 8 years of experience in the finance industry. Victoria Areingdale 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.
Robert Barton (CRD# 1699611) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Coppell, TX and has over 36 years of experience in the finance industry.
Russell Boaz (CRD# 5482950) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 16 years of experience in the finance industry. Russell Boaz 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.
Ryan Borer (CRD# 4336934) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Coppell, TX and has over 15 years of experience in the finance industry.
Brooke Bradley (CRD# 5887542) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 11 years of experience in the finance industry.
Don Brock (CRD# 4315793) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 21 years of experience in the finance industry.