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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
Thomas Holloway (CRD# 5975694) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 12 years of experience in the finance industry.
Gregory Hutto (CRD# 2742911) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 27 years of experience in the finance industry. Gregory Hutto 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.
Dezann Korbuly (CRD# 6421491) is an Investment Advisor Representative working at Open Range Ria in Colleyville, TX and has over 9 years of experience in the finance industry.
Kevin Landis (CRD# 2325460) is an Investment Advisor Representative working at The Retirement Group, LLC in Colleyville, TX and has over 31 years of experience in the finance industry. Kevin Landis 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.
Joel Light (CRD# 5556034) is an Investment Advisor Representative working at Light Capital Management LLC in Colleyville, TX and has over 5 years of experience in the finance industry.
Wesley Lyons (CRD# 6461029) is an Investment Advisor Representative working at Faith Based Investing in Colleyville, TX and has over 8 years of experience in the finance industry. Wesley Lyons 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.
Xavier Marquezdelaplata (CRD# 2703126) is an Investment Advisor Representative working at Lpl Financial LLC in Colleyville, TX and has over 28 years of experience in the finance industry.
Joseph McIntosh (CRD# 6351596) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Colleyville, TX and has over 9 years of experience in the finance industry.
John Navarro (CRD# 1286234) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Colleyville, TX and has over 17 years of experience in the finance industry.
Samir Patel (CRD# 6597192) is an Investment Advisor Representative working at Askeladden Capital in Colleyville, TX and has over 8 years of experience in the finance industry.