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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
David Acosta (CRD# 5419686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 16 years of experience in the finance industry.
Jason Adamcik (CRD# 4272591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Plano, TX and has over 23 years of experience in the finance industry.
David Adams (CRD# 2853872) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Garland, TX and has over 27 years of experience in the finance industry.
Henry Adams (CRD# 5115024) is an Investment Advisor Representative working at Hightower Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Ryan Adams (CRD# 6509791) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 7 years of experience in the finance industry.
Steven Adams (CRD# 1777285) is an Investment Advisor Representative working at Adams Asset Advisors LLC in Dallas, TX and has over 36 years of experience in the finance industry.
Peter Adamson (CRD# 4592142) is an Investment Advisor Representative working at Autumn Glory Partners, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Kevin Adkins (CRD# 2103099) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 33 years of experience in the finance industry. Kevin Adkins 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.
Wendy Adkins (CRD# 4230604) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 10 years of experience in the finance industry.
Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 30 years of experience in the finance industry.