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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
Jonathan Lennox (CRD# 3245851) is an Investment Advisor Representative working at Independent Financial Group, LLC in Grapevine, TX and has over 22 years of experience in the finance industry. Jonathan Lennox 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.
Jacob Millican (CRD# 4607734) is an Investment Advisor Representative working at 9m Investments, LLC in Grapevine, TX and has over 21 years of experience in the finance industry.
Michael Montemayor (CRD# 6366066) is an Investment Advisor Representative working at Russell Investments in Grapevine, TX and has over 9 years of experience in the finance industry. Michael Montemayor 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.
Morgan Nichols (CRD# 5675459) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grapevine, TX and has over 12 years of experience in the finance industry.
James Palmersheim (CRD# 4645048) is an Investment Advisor Representative working at Signal Securities, Inc. in Grapevine, TX and has over 20 years of experience in the finance industry.
Melanie Patterson (CRD# 4757005) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grapevine, TX and has over 8 years of experience in the finance industry.
Paul Phillips (CRD# 6540015) is an Investment Advisor Representative working at Edward Jones in Grapevine, TX and has over 8 years of experience in the finance industry.
Thomas Rigney (CRD# 2963182) is an Investment Advisor Representative working at Lpl Financial LLC in Grapevine, TX and has over 26 years of experience in the finance industry.
Jonathan Rollins (CRD# 5744223) is an Investment Advisor Representative working at Trpc Advisory Services in Grapevine, TX and has over 14 years of experience in the finance industry.
Robyn Scott (CRD# 5581864) is an Investment Advisor Representative working at Edward Jones in Grapevine, TX and has over 15 years of experience in the finance industry.