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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
Steven Lorio (CRD# 4567698) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, TX and has over 20 years of experience in the finance industry.
James Martin (CRD# 2760601) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Bedford, TX and has over 27 years of experience in the finance industry.
John Mc Donald (CRD# 2192840) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bedford, TX and has over 31 years of experience in the finance industry.
David Meade (CRD# 4477490) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bedford, TX and has over 22 years of experience in the finance industry.
Theresa Montya (CRD# 4038018) is an Investment Advisor Representative working at Edward Jones in Bedford, TX and has over 21 years of experience in the finance industry.
Donald Murphey (CRD# 841793) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bedford, TX and has over 40 years of experience in the finance industry.
James Newlon (CRD# 1021690) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bedford, TX and has over 33 years of experience in the finance industry.
Adrian Podsednik (CRD# 4606988) is an Investment Advisor Representative working at Avantax Advisory Services in Bedford, TX and has over 21 years of experience in the finance industry.
Grant Podsednik (CRD# 4538844) is an Investment Advisor Representative working at Avantax Advisory Services in Bedford, TX and has over 21 years of experience in the finance industry.
Kristie Polk (CRD# 5126100) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bedford, TX and has over 17 years of experience in the finance industry.