-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeffrey Bowlby (CRD# 6199056) is an Investment Advisor Representative working at Dash Investments in Aubrey, TX and has over 10 years of experience in the finance industry.
David Cripe (CRD# 5795910) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aubrey, TX and has over 13 years of experience in the finance industry.
Robert Friday (CRD# 2662727) is an Investment Advisor Representative working at Edward Jones in Aubrey, TX and has over 28 years of experience in the finance industry.
Gary Jackson (CRD# 1276613) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Aubrey, TX and has over 39 years of experience in the finance industry.
Erik Aaker (CRD# 2754150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 26 years of experience in the finance industry.
Thomas Aarons (CRD# 5076833) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.
Ashkan Abbassi (CRD# 5959695) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 11 years of experience in the finance industry.
Charles Abbott (CRD# 6678578) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Paul Abbou (CRD# 4234153) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 21 years of experience in the finance industry. Paul Abbou 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.