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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
Vatsal Assar (CRD# 5715798) is an Investment Advisor Representative working at Commonwealth Financial Network in Dallas, TX and has over 14 years of experience in the finance industry.
Philip Athey (CRD# 4726438) is an Investment Advisor Representative working at Apeiron in Dallas, TX and has over 20 years of experience in the finance industry.
Thomas Atkins (CRD# 2459496) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 29 years of experience in the finance industry. Thomas Atkins 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.
William Atkins (CRD# 6440039) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 8 years of experience in the finance industry.
Allen Auger (CRD# 4202386) is an Investment Advisor Representative working at Preservation Financial Management in Boca Raton, FL and has over 23 years of experience in the finance industry. Allen Auger 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.
Christie Autry (CRD# 2325681) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
Rhonda Avila (CRD# 1277592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 29 years of experience in the finance industry.
Mario Ayala (CRD# 5598025) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 15 years of experience in the finance industry.
Ryan Aylor (CRD# 6958981) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 5 years of experience in the finance industry.
Robert Badali (CRD# 2645281) is an Investment Advisor Representative working at Monument Retirement & Wealth Advisory, LLC in Allen, TX and has over 28 years of experience in the finance industry.