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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
Lisa Mahr (CRD# 6424696) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 9 years of experience in the finance industry.
Gregory Mills (CRD# 4187927) is an Investment Advisor Representative working at Edward Jones in Quitman, TX and has over 23 years of experience in the finance industry.
Phillip Parker (CRD# 1549861) is an Investment Advisor Representative working at Great Point Advisors, LLC in Allen, TX and has over 37 years of experience in the finance industry.
Jason Ray (CRD# 6296545) is an Investment Advisor Representative working at Edward Jones in Mineola, TX and has over 10 years of experience in the finance industry.
Michael Ream (CRD# 1248418) is an Investment Advisor Representative working at Edward Jones in Sulphur Springs, TX and has over 40 years of experience in the finance industry.
Brandon Roberts (CRD# 6747888) is an Investment Advisor Representative working at Edward Jones in Emory, TX and has over 7 years of experience in the finance industry.
Richard Rogers (CRD# 5566783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hideaway, TX and has over 11 years of experience in the finance industry.
James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.
Denise Scharfenberger (CRD# 2480910) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 16 years of experience in the finance industry.
Jurgen Simons (CRD# 5378925) is an Investment Advisor Representative working at Edward Jones in Mineola, TX and has over 15 years of experience in the finance industry.