-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Brian Rahlfs (CRD# 2026177) is an Investment Advisor Representative working at Rahlfs Capital, LLC in Carrollton, TX and has 1 year of experience in the finance industry.
Sean Scribner (CRD# 6274900) is an Investment Advisor Representative working at Edward Jones in Carrollton, TX and has over 10 years of experience in the finance industry.
Steven Shaw (CRD# 6712776) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxahachie, TX and has over 8 years of experience in the finance industry. Steven Shaw 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.
James Talbert (CRD# 6381816) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has over 8 years of experience in the finance industry.
Mary Todd (CRD# 6580967) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, TX and has over 8 years of experience in the finance industry.
Roy Todd (CRD# 2384330) is an Investment Advisor Representative working at Lpl Financial LLC in Carrollton, TX and has over 30 years of experience in the finance industry.
Carolyn Williams (CRD# 2819836) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Carrollton, TX and has over 27 years of experience in the finance industry. Carolyn Williams 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.
Tonyia Cleaver (CRD# 7145847) is an Investment Advisor Representative working at Edward Jones in Carrollton, TX and has over 4 years of experience in the finance industry.
Brett Coons (CRD# 7062089) is an Investment Advisor Representative working at Edelman Financial Engines in Fort Worth, TX and has over 4 years of experience in the finance industry.