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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
Annie Adkison (CRD# 5982683) is an Investment Advisor Representative working at Gds Wealth Management in Flower Mound, TX and has over 12 years of experience in the finance industry.
Richard Adkisson (CRD# 5123971) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry. Ashlee Admire 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.
Ashok Agarwalla (CRD# 6255802) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 10 years of experience in the finance industry.
James Aghayere (CRD# 5787146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Prairie, TX and has over 13 years of experience in the finance industry.
Bendigo Agnew (CRD# 5507727) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 8 years of experience in the finance industry. Mark Agnew 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.
Dario Aguilar (CRD# 4745374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 18 years of experience in the finance industry. Dario Aguilar 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.
Omar Aguilar (CRD# 6014824) is an Investment Advisor Representative working at Blue Ladder Financial Planning, LLC in Benbrook, TX and has over 12 years of experience in the finance industry.
Samantha Aguilar (CRD# 6874783) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.