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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
Casey Harding (CRD# 7260179) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, TX and has over 3 years of experience in the finance industry. Casey Harding 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.
Thomas Hawbaker (CRD# 1132301) is an Investment Advisor Representative working at Avantax Advisory Services in Midlothian, TX and has over 41 years of experience in the finance industry.
Angela Johnson (CRD# 7709235) is an Investment Advisor Representative working at Primerica Advisors in Duncanville, TX and has 1 year of experience in the finance industry.
Zachary Kari (CRD# 7214967) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Prairie, TX and has over 3 years of experience in the finance industry.
Jordan Lampos (CRD# 6063984) is an Investment Advisor Representative working at Midway Partners Capital Management, LLC in Ovilla, TX and has over 11 years of experience in the finance industry.
Teresa Pena Moreno (CRD# 7499934) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Desoto, TX and has 1 year of experience in the finance industry.
Carl Ritchlin (CRD# 5141023) is an Investment Advisor Representative working at Lpl Financial LLC in Duncanville, TX and has over 17 years of experience in the finance industry.
Stephanie Sanders (CRD# 7213860) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 4 years of experience in the finance industry.
Marcus Snodgress (CRD# 7226807) is an Investment Advisor Representative working at Semmax Financial Advisors, Inc. in Waxahachie, TX and has 1 year of experience in the finance industry.
Brian Wartsbaugh (CRD# 7174309) is an Investment Advisor Representative working at Edward Jones in Desoto, TX and has over 4 years of experience in the finance industry.