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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
Michael Malone (CRD# 6735138) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Haslet, TX and has over 7 years of experience in the finance industry.
Brady Mann (CRD# 4924496) is an Investment Advisor Representative working at Primerica Advisors in Decatur, TX and has over 18 years of experience in the finance industry.
Michael McAda (CRD# 3045695) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Worth, TX and has over 25 years of experience in the finance industry.
Eric McMahan (CRD# 6147868) is an Investment Advisor Representative working at Integrity Financial Group in Fort Worth, TX and has over 11 years of experience in the finance industry. Eric McMahan 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.
David McWhorter (CRD# 6994903) is an Investment Advisor Representative working at Edward Jones in Jacksboro, TX and has over 5 years of experience in the finance industry.
James Nielsen (CRD# 5157939) is an Investment Advisor Representative working at Lpl Financial LLC in Forestburg, TX and has over 17 years of experience in the finance industry. James Nielsen 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.
Amy Norman (CRD# 6026657) is an Investment Advisor Representative working at Edward Jones in Fort Worth, TX and has over 12 years of experience in the finance industry.
Carolyn Rocha (CRD# 5798566) is an Investment Advisor Representative working at Edward Jones in Springtown, TX and has over 13 years of experience in the finance industry.
Tod Siedell (CRD# 5400582) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Azle, TX and has over 16 years of experience in the finance industry.
Misty Soriano (CRD# 5140753) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saginaw, TX and has over 17 years of experience in the finance industry.