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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
Gary Grigsby (CRD# 3167632) is an Investment Advisor Representative working at Allworth Financial, LP in Addison, TX and has over 25 years of experience in the finance industry.
Mark Hagan (CRD# 2419607) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Addison, TX and has over 30 years of experience in the finance industry.
Susanna Hartwig (CRD# 3147945) is an Investment Advisor Representative working at Principal Advised Services in Addison, TX and has over 25 years of experience in the finance industry.
Thomas Hatfield (CRD# 239688) is an Investment Advisor Representative working at Spectrum Wealth Management, LLC in Addison, TX and has over 25 years of experience in the finance industry. Thomas Hatfield 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.
Monte Hinkle (CRD# 1033002) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Addison, TX and has over 39 years of experience in the finance industry. Monte Hinkle 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.
Gonzalo Horigian Bergamali (CRD# 6807579) is an Investment Advisor Representative working at Edward Jones in Addison, TX and has over 6 years of experience in the finance industry.
Gregory Jardine (CRD# 4157027) is an Investment Advisor Representative working at Jardine Financial Group in Addison, TX and has over 22 years of experience in the finance industry.
Earl Jefferson (CRD# 2111738) is an Investment Advisor Representative working at 7th Harvest Investments in Addison, TX and has over 30 years of experience in the finance industry. Earl Jefferson 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.
Kamaljit Kaushal (CRD# 1746140) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 34 years of experience in the finance industry.
Hillary Kent (CRD# 2845682) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Addison, TX and has over 26 years of experience in the finance industry. Hillary Kent 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.