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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
Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry. Kathryn Allen 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.
Santiago Apodaca (CRD# 4426300) is an Investment Advisor Representative working at Lpl Financial LLC in Colleyville, TX and has over 22 years of experience in the finance industry.
Frank Aswad (CRD# 2903792) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 22 years of experience in the finance industry.
Michael Baughman (CRD# 5914048) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 12 years of experience in the finance industry.
Ashley Bloom (CRD# 6744921) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 7 years of experience in the finance industry.
Donald Brosious (CRD# 6672433) is an Investment Advisor Representative working at Heritage Retirement Advisors, LLC in Colleyville, TX and has over 7 years of experience in the finance industry.
Mallory Carr (CRD# 2655144) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Colleyville, TX and has over 28 years of experience in the finance industry.
Scott Clarke (CRD# 2591809) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Colleyville, TX and has over 29 years of experience in the finance industry. Scott Clarke 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.
Jim Cooper (CRD# 5136807) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Colleyville, TX and has over 17 years of experience in the finance industry.
Brandon Corse (CRD# 5240898) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 17 years of experience in the finance industry.