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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
Dennis Brock (CRD# 1984548) is an Investment Advisor Representative working at B&f Investment Strategies in Duncanville, TX and has 1 year of experience in the finance industry.
Michael Dao (CRD# 5796732) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Duncanville, TX and has over 13 years of experience in the finance industry.
Janel Fahey (CRD# 4955352) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duncanville, TX and has over 7 years of experience in the finance industry.
Troy Ferguson (CRD# 4808232) is an Investment Advisor Representative working at Ferguson Financial Planning in Duncanville, TX and has over 19 years of experience in the finance industry. Troy Ferguson 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.
Domenick Juliano (CRD# 5335796) is an Investment Advisor Representative working at Lpl Financial LLC in Duncanville, TX and has over 16 years of experience in the finance industry.
Rodrick Logan (CRD# 2945308) is an Investment Advisor Representative working at Primerica Advisors in Duncanville, TX and has over 26 years of experience in the finance industry.
Jonathan Pope (CRD# 2645404) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Duncanville, TX and has over 28 years of experience in the finance industry.
David Smith (CRD# 4704613) is an Investment Advisor Representative working at Avantax Advisory Services in Duncanville, TX and has over 20 years of experience in the finance industry. David Smith 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.
Melissa Stewart (CRD# 5886913) is an Investment Advisor Representative working at Edward Jones in Duncanville, TX and has over 12 years of experience in the finance industry.
Keith Chappelle (CRD# 1062104) is an Investment Advisor Representative working at Primerica Advisors in Duncanville, TX and has over 41 years of experience in the finance industry.