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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
Haley Carter (CRD# 4561615) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Azle, TX and has over 21 years of experience in the finance industry.
Lauren Carter (CRD# 5469567) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 14 years of experience in the finance industry.
Joseph Catalano (CRD# 6091836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 11 years of experience in the finance industry.
Dylan Cavanaugh (CRD# 6874781) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
Daniel Cazac (CRD# 5467592) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 16 years of experience in the finance industry. Daniel Cazac 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.
Gregory Cella (CRD# 6086171) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 11 years of experience in the finance industry.
James Ceman (CRD# 6864912) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Christopher Cerulla (CRD# 2849412) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Haslet, TX and has over 26 years of experience in the finance industry.
Cynthia Chacon (CRD# 5013605) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
Dolores Charles (CRD# 4332983) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.