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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
Ramon Aguirre (CRD# 6118768) is an Investment Advisor Representative working at Jim Poe & Associates, Inc. in Fort Worth, TX and has over 11 years of experience in the finance industry.
John Albert (CRD# 5553318) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 14 years of experience in the finance industry. John Albert 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.
Donna Alberts (CRD# 5994568) is an Investment Advisor Representative working at Edward Jones in Weatherford, TX and has over 12 years of experience in the finance industry.
Christina Alford (CRD# 6955009) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 5 years of experience in the finance industry.
Caleb Allen (CRD# 5017739) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stephenville, TX and has over 18 years of experience in the finance industry. Caleb Allen 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.
Joseph Altebaumer (CRD# 4388901) is an Investment Advisor Representative working at Edward Jones in Stephenville, TX and has over 22 years of experience in the finance industry.
Kayla Amason (CRD# 6752333) is an Investment Advisor Representative working at Morgan Stanley in Fort Worth, TX and has over 6 years of experience in the finance industry. Kayla Amason 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.
Michael Amstutz (CRD# 5289411) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 17 years of experience in the finance industry.
Jeffrey Anderson (CRD# 5952270) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 12 years of experience in the finance industry.
Christopher Anthony (CRD# 1157930) is an Investment Advisor Representative working at Anthony Wealth Management, Inc. in Fort Worth, TX and has over 40 years of experience in the finance industry.