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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
Lisa Allen (CRD# 2721932) is an Investment Advisor Representative working at Lpl Financial LLC in Mesquite, TX and has over 25 years of experience in the finance industry.
Paula Allgood (CRD# 3009745) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 26 years of experience in the finance industry.
Jonathan Allred (CRD# 4693933) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
Stanley Allred (CRD# 721257) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 43 years of experience in the finance industry.
Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry. Richard Alston 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.
Richard Alter (CRD# 2027054) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.
Bradley Altman (CRD# 5192932) is an Investment Advisor Representative working at Mma Securities LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Todd Amacher (CRD# 5487056) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry. Todd Amacher 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.
Ryan Ammon (CRD# 6115991) is an Investment Advisor Representative working at Edward Jones in Dallas, TX and has over 11 years of experience in the finance industry.
Brent Anderson (CRD# 6451634) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.