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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
Gilberto Perez (CRD# 5458827) is an Investment Advisor Representative working at Eagle Strategies LLC in Edinburg, TX and has over 14 years of experience in the finance industry.
Aaron Ramirez (CRD# 6722305) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Edinburg, TX and has over 7 years of experience in the finance industry.
Richard Salinas (CRD# 6041179) is an Investment Advisor Representative working at Avantax Advisory Services in Edinburg, TX and has over 11 years of experience in the finance industry.
Adam Tabak (CRD# 6220692) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 5 years of experience in the finance industry. Adam Tabak 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.
James Tabak (CRD# 1289528) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 39 years of experience in the finance industry.
Juan Trevino (CRD# 1821260) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 35 years of experience in the finance industry.
Rati Tripathi (CRD# 6449200) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Edinburg, TX and has over 9 years of experience in the finance industry.
Victor Valverde (CRD# 2225693) is an Investment Advisor Representative working at Next Financial Group, Inc. in Edinburg, TX and has over 31 years of experience in the finance industry.
Daniel Dornseif (CRD# 6837799) is an Investment Advisor Representative working at Edward Jones in Edinburg, TX and has over 2 years of experience in the finance industry.
Roberto Elizalde (CRD# 4411339) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Edinburg, TX and has over 22 years of experience in the finance industry.