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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
Melanie Obura (CRD# 5075532) is an Investment Advisor Representative working at Lpl Financial LLC in Burleson, TX and has over 3 years of experience in the finance industry.
Ian Powell (CRD# 7269339) is an Investment Advisor Representative working at Financial Serenity, LLC in Burleson, TX and has over 3 years of experience in the finance industry.
Sharon Robinson (CRD# 3044420) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Burleson, TX and has over 25 years of experience in the finance industry.
Kharla Sowells (CRD# 7721396) is an Investment Advisor Representative working at Edward Jones in Burleson, TX and has 1 year of experience in the finance industry.
Brianna Wilson (CRD# 7520139) is an Investment Advisor Representative working at Edward Jones in Burleson, TX and has 1 year of experience in the finance industry.
Daniel Woodard (CRD# 4023337) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Burleson, TX and has over 24 years of experience in the finance industry.
Tanya Ackermann (CRD# 6303332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.
David Adams (CRD# 2591615) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 28 years of experience in the finance industry.
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry. Matthew Adams 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.