-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Leah Parent (CRD# 5910180) is an Investment Advisor Representative working at Edward Jones in Cleburne, TX and has over 5 years of experience in the finance industry.
William Peng (CRD# 5790866) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 13 years of experience in the finance industry.
Lawrence Pereira (CRD# 4408339) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 22 years of experience in the finance industry.
Charles Peyton (CRD# 2296528) is an Investment Advisor Representative working at Edward Jones in Cedar Hill, TX and has over 25 years of experience in the finance industry.
Sterling Piepgrass (CRD# 5569495) is an Investment Advisor Representative working at Avantax Advisory Services in Arlington, TX and has over 15 years of experience in the finance industry.
Meggan Pierce (CRD# 5376574) is an Investment Advisor Representative working at Park Avenue Securities LLC in Burleson, TX and has over 16 years of experience in the finance industry.
David Plumberg (CRD# 6102749) is an Investment Advisor Representative working at Edward Jones in Mansfield, TX and has over 11 years of experience in the finance industry.
John Potts (CRD# 836106) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, TX and has over 41 years of experience in the finance industry. John Potts 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.
Nicholas Purgason (CRD# 6061066) is an Investment Advisor Representative working at Independent Financial Partners in Arlington, TX and has over 5 years of experience in the finance industry.
Jeffrey Rasco (CRD# 3121322) is an Investment Advisor Representative working at Avantax Advisory Services in Burleson, TX and has over 25 years of experience in the finance industry.