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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
Molly McCarthy (CRD# 5150424) is an Investment Advisor Representative working at Ld Lowe Wealth Advisory in Richardson, TX and has over 14 years of experience in the finance industry.
Danny McFadden (CRD# 4169940) is an Investment Advisor Representative working at Lpl Financial LLC in Richardson, TX and has over 23 years of experience in the finance industry.
Eric McMurdie (CRD# 5054544) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 17 years of experience in the finance industry.
Scott McMurdie (CRD# 3267423) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 23 years of experience in the finance industry. Scott McMurdie 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.
Hannah Moore (CRD# 5553126) is an Investment Advisor Representative working at Guiding Wealth Management, LLC in Richardson, TX and has over 14 years of experience in the finance industry. Hannah Moore 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.
Stefanie Morton (CRD# 5112535) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 18 years of experience in the finance industry.
Amy Nelson (CRD# 2809409) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 27 years of experience in the finance industry.
David Nethery (CRD# 2185524) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 32 years of experience in the finance industry.
Ronald Newlin (CRD# 6284234) is an Investment Advisor Representative working at Lpl Financial LLC in Richardson, TX and has over 10 years of experience in the finance industry.
Khanh Nguyen (CRD# 4891685) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richardson, TX and has over 19 years of experience in the finance industry.