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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
Kevin Adkins (CRD# 2103099) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 33 years of experience in the finance industry. Kevin Adkins 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.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry. Ashlee Admire 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.
Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 8 years of experience in the finance industry. Mark Agnew 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.
Mathew Ahmad (CRD# 5684717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Gary Ahr (CRD# 719576) is an Investment Advisor Representative working at Eq Wealth Advisors in Dallas, TX and has over 43 years of experience in the finance industry.
Robert Aikey (CRD# 2574224) is an Investment Advisor Representative working at Strategic Portfolio Solutions, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
Jamiel Akhtar (CRD# 2334883) is an Investment Advisor Representative working at Hbk Capital Management in Dallas, TX and has over 30 years of experience in the finance industry.
Livingston Albritten (CRD# 3234844) is an Investment Advisor Representative working at Morgan Stanley in Dallas, TX and has over 23 years of experience in the finance industry.
Robert Albritton (CRD# 1562005) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 37 years of experience in the finance industry.
James Alders (CRD# 1311304) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 35 years of experience in the finance industry.