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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
Zeta Russell (CRD# 3077962) is an Investment Advisor Representative working at Tuggle & Russell, LLC in Richardson, TX and has over 25 years of experience in the finance industry. Zeta Russell 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.
Christopher Salm (CRD# 5980536) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richardson, TX and has over 12 years of experience in the finance industry.
Reginaldo Sandoval (CRD# 1933712) is an Investment Advisor Representative working at Bok Financial Advisors in Richardson, TX and has over 35 years of experience in the finance industry.
Rahul Sharma (CRD# 6643244) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 7 years of experience in the finance industry.
Taylor Shea (CRD# 6305749) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 9 years of experience in the finance industry.
William Shea (CRD# 2580696) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 29 years of experience in the finance industry. William Shea 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.
Kimberly Shouse Bourland (CRD# 5744176) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 6 years of experience in the finance industry.
Alejandro Sierra (CRD# 5792775) is an Investment Advisor Representative working at Swbc Investment Company in Richardson, TX and has over 13 years of experience in the finance industry.
Milan Smado (CRD# 5155416) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 16 years of experience in the finance industry. Milan Smado 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.
Stephanie South (CRD# 4687458) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richardson, TX and has over 20 years of experience in the finance industry.