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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
Natalie Burkhaulter (CRD# 7850757) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Coppell, TX and has 1 year of experience in the finance industry.
Gary Dennis (CRD# 2075956) is an Investment Advisor Representative working at Gwd Capital Management, LLC in Coppell, TX and has over 32 years of experience in the finance industry.
Karen Ferrell (CRD# 7824135) is an Investment Advisor Representative working at Verity Asset Management in Coppell, TX and has 1 year of experience in the finance industry.
Andrew Fisher (CRD# 7467669) is an Investment Advisor Representative working at Pathsetter Financial in Coppell, TX and has over 3 years of experience in the finance industry.
Erika Howell (CRD# 7421525) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has 1 year of experience in the finance industry.
Leslie King (CRD# 5814131) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.
Mark Krehel (CRD# 7238969) is an Investment Advisor Representative working at Main Street Retirement Planning, LLC in Coppell, TX and has over 4 years of experience in the finance industry. Mark Krehel 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.
Chase McMellian (CRD# 5946733) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 2 years of experience in the finance industry.
Kristina Miller (CRD# 5024006) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 3 years of experience in the finance industry.
Puneet Randhawa (CRD# 7438089) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Coppell, TX and has over 2 years of experience in the finance industry.