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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
Alan Spencer (CRD# 1893795) is an Investment Advisor Representative working at Avantax Advisory Services in Allen, TX and has over 35 years of experience in the finance industry. Alan Spencer 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.
John Stephens (CRD# 4338015) is an Investment Advisor Representative working at Royal Fund Management, LLC in Allen, TX and has over 23 years of experience in the finance industry.
Rebecca Thompson (CRD# 5563093) is an Investment Advisor Representative working at Edward Jones in Wills Point, TX and has over 15 years of experience in the finance industry.
Audra Thouin (CRD# 2984071) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 25 years of experience in the finance industry.
Toni Threadgill (CRD# 6427355) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Emory, TX and has over 9 years of experience in the finance industry.
Kathleen Weber (CRD# 5877365) is an Investment Advisor Representative working at Dallas Financial Advisors, LLC in Allen, TX and has over 13 years of experience in the finance industry.
Richard Wilson (CRD# 2075691) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, TX and has over 33 years of experience in the finance industry. Richard Wilson 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.
William Bryan (CRD# 7687517) is an Investment Advisor Representative working at Edward Jones in Terrell, TX and has 1 year of experience in the finance industry.
Amy Castleberry (CRD# 7353302) is an Investment Advisor Representative working at Edward Jones in Mineola, TX and has over 2 years of experience in the finance industry.
Scott Childs (CRD# 6606295) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Hideaway, TX and has 1 year of experience in the finance industry.