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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
Stephanie Reese (CRD# 7021023) is an Investment Advisor Representative working at Edward Jones in Cedar Hill, TX and has over 5 years of experience in the finance industry.
Larry Robinson (CRD# 4391399) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cedar Hill, TX and has over 22 years of experience in the finance industry.
William Robinson (CRD# 1572652) is an Investment Advisor Representative working at Lpl Financial LLC in Corsicana, TX and has over 36 years of experience in the finance industry. William Robinson 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.
Michael Roundtree (CRD# 5038484) is an Investment Advisor Representative working at Advice And Planning Services in Corsicana, TX and has over 18 years of experience in the finance industry.
Benjamin Russell (CRD# 6639733) is an Investment Advisor Representative working at Tradeway in Corsicana, TX and has over 7 years of experience in the finance industry.
Tony Seery (CRD# 6494703) is an Investment Advisor Representative working at Edward Jones in Grand Prairie, TX and has over 8 years of experience in the finance industry.
Robert Segovia (CRD# 6351564) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 9 years of experience in the finance industry.
Joseph Seoane (CRD# 2667199) is an Investment Advisor Representative working at Prudential Financial Planning Services in Waxahachie, TX and has over 28 years of experience in the finance industry.
Steven Shaw (CRD# 6712776) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waxahachie, TX and has over 8 years of experience in the finance industry. Steven Shaw 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.
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.