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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
Mark Appleby (CRD# 6480946) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years of experience in the finance industry.
Timothy Aragon (CRD# 6481052) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Lantana, TX and has over 8 years of experience in the finance industry.
Rene Aranda (CRD# 4534332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry. Rene Aranda 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.
Jay D Arbetter (CRD# 1406455) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 38 years of experience in the finance industry.
Justin Arbuckle (CRD# 4579981) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 21 years of experience in the finance industry.
Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry. Daniel Archer 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.
Trisha Archey (CRD# 5900436) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 12 years of experience in the finance industry.
Victoria Areingdale (CRD# 6509799) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 8 years of experience in the finance industry. Victoria Areingdale 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.
Sterlin Arledge (CRD# 6077190) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 11 years of experience in the finance industry.
Jaie Arlington (CRD# 2817202) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.