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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
Larry Fousie Ii (CRD# 5125056) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, TX and has over 17 years of experience in the finance industry.
Mrunali Gopal (CRD# 6736694) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Carrollton, TX and has over 6 years of experience in the finance industry.
Robert Hopper (CRD# 1426713) is an Investment Advisor Representative working at Private Advisor Group, LLC in Carrollton, TX and has over 38 years of experience in the finance industry.
Leonard Kerr (CRD# 6271885) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carrollton, TX and has 1 year of experience in the finance industry. Leonard Kerr 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.
Nikitas Koumoundouros (CRD# 4803482) is an Investment Advisor Representative working at Komons Financial LLC in Carrollton, TX and has over 19 years of experience in the finance industry.
Gregory Matthews (CRD# 2647453) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Carrollton, TX and has over 28 years of experience in the finance industry. Gregory Matthews 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.
Joshua McClellan (CRD# 5584022) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carrollton, TX and has over 13 years of experience in the finance industry.
John Neri (CRD# 6198372) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carrollton, TX and has over 9 years of experience in the finance industry. John Neri 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.
Ian Oshea (CRD# 5799698) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Carrollton, TX and has over 8 years of experience in the finance industry.
Mark Pruitt (CRD# 4081821) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Carrollton, TX and has over 24 years of experience in the finance industry.