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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
Andrew Campbell (CRD# 5976630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 12 years of experience in the finance industry. Andrew Campbell 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.
Pedro Campos Mejorado (CRD# 6864902) 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. Pedro Campos Mejorado 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.
Jordan Campsey (CRD# 6519309) is an Investment Advisor Representative working at Edward Jones in Keller, TX and has over 8 years of experience in the finance industry.
Sean Capuano (CRD# 6855034) 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.
David Carlson (CRD# 5105159) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 17 years of experience in the finance industry.
Heather Carlson (CRD# 4270115) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 23 years of experience in the finance industry.
Jason Carlson (CRD# 4219497) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 23 years of experience in the finance industry. Jason Carlson 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.
Stephen Carmona (CRD# 3134344) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 25 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.
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.