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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
Nicholas Peiffer (CRD# 4672461) is an Investment Advisor Representative working at Victory Capital Management Inc. in Flower Mound, TX and has over 16 years of experience in the finance industry.
Paul Pomeroy (CRD# 4438349) is an Investment Advisor Representative working at Lpl Financial LLC in Flower Mound, TX and has over 22 years of experience in the finance industry. Paul Pomeroy 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.
Randall Pope (CRD# 2482305) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 29 years of experience in the finance industry.
Nicole Pugsley (CRD# 6484404) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 6 years of experience in the finance industry.
Kristina Quinlan (CRD# 5888857) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 12 years of experience in the finance industry.
Frank Rattan (CRD# 5020712) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 18 years of experience in the finance industry.
Carlos Reyes (CRD# 1225683) is an Investment Advisor Representative working at Morgan Stanley in Flower Mound, TX and has over 31 years of experience in the finance industry.
Gerald Robinson (CRD# 3198278) is an Investment Advisor Representative working at Advisor Resource Council in Flower Mound, TX and has over 24 years of experience in the finance industry.
Jeff Schuetts (CRD# 2609736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flower Mound, TX and has over 28 years of experience in the finance industry. Jeff Schuetts 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.
Ruth Shannon (CRD# 5854657) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Flower Mound, TX and has over 13 years of experience in the finance industry.