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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
Jack Carpenter (CRD# 7024027) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 5 years of experience in the finance industry.
Brian Chastain (CRD# 1556616) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 37 years of experience in the finance industry. Brian Chastain 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.
Bryce Chastain (CRD# 6246923) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 10 years of experience in the finance industry. Bryce Chastain 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.
Karl Cole (CRD# 1857172) is an Investment Advisor Representative working at Independent Financial Group, LLC in Coppell, TX and has over 35 years of experience in the finance industry. Karl Cole 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.
Timothy Coolman (CRD# 2543311) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 28 years of experience in the finance industry.
Elias Dragon (CRD# 2022048) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 34 years of experience in the finance industry. Elias Dragon 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.
Jennifer Dragon (CRD# 6891199) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 6 years of experience in the finance industry. Jennifer Dragon 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 Gesek (CRD# 4525964) is an Investment Advisor Representative working at Optimus Capital Advisors, LLC in Coppell, TX and has over 21 years of experience in the finance industry.
Michelle Hahn (CRD# 6852050) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 5 years of experience in the finance industry. Michelle Hahn 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.
Anthony Hoskin (CRD# 5508051) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 14 years of experience in the finance industry.