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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
Richard Jordan (CRD# 5273476) is an Investment Advisor Representative working at Fortress Estate Solutions, Pllc in Frisco, TX and has over 17 years of experience in the finance industry.
Steven Kaplan (CRD# 4982793) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 17 years of experience in the finance industry.
Julho Kara (CRD# 6957214) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 5 years of experience in the finance industry.
Suhrob Karimov (CRD# 6879124) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 6 years of experience in the finance industry.
Kevin Karrh (CRD# 4131910) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frisco, TX and has over 24 years of experience in the finance industry. Kevin Karrh 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.
Curtiss Kaufman (CRD# 5603057) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 15 years of experience in the finance industry.
Donna Kellogg (CRD# 5314827) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frisco, TX and has over 16 years of experience in the finance industry.
Aaron Kelly (CRD# 6339420) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 9 years of experience in the finance industry.
David Kettlewell (CRD# 2893812) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Frisco, TX and has over 11 years of experience in the finance industry.
Kibb King (CRD# 1782369) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 36 years of experience in the finance industry.