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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
Christopher Jordan (CRD# 5526417) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lancaster, TX and has over 15 years of experience in the finance industry.
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.
Robyn Kirby (CRD# 3243093) is an Investment Advisor Representative working at Edward Jones in Grand Prairie, TX and has over 24 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.
Cynthia Luna (CRD# 5278841) is an Investment Advisor Representative working at Edward Jones in Red Oak, TX and has over 17 years of experience in the finance industry.
Jody Madding (CRD# 6045979) is an Investment Advisor Representative working at Edward Jones in Waxahachie, TX and has over 11 years of experience in the finance industry.
Jason Mann (CRD# 5746611) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 14 years of experience in the finance industry.
Karen McClary (CRD# 4924525) is an Investment Advisor Representative working at Edward Jones in Ovilla, TX and has over 18 years of experience in the finance industry.
Shawn Mechler (CRD# 2364111) is an Investment Advisor Representative working at Avantax Advisory Services in Midlothian, TX and has over 30 years of experience in the finance industry. Shawn Mechler 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.