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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
Christopher Wells (CRD# 6504119) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 8 years of experience in the finance industry. Christopher Wells 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.
Garrett West (CRD# 7008955) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grapevine, TX and has over 5 years of experience in the finance industry.
Scott Winstead (CRD# 5725472) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Grapevine, TX and has over 14 years of experience in the finance industry.
James Yahoudy (CRD# 5800778) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Grapevine, TX and has over 13 years of experience in the finance industry. James Yahoudy 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.
David Alvarez (CRD# 7261361) is an Investment Advisor Representative working at Edward Jones in Grapevine, TX and has over 2 years of experience in the finance industry.
Emily Corona (CRD# 7605898) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Grapevine, TX and has 1 year of experience in the finance industry.
Jocelyn Hope (CRD# 4805682) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grapevine, TX and has over 19 years of experience in the finance industry.
Knowel McGraw (CRD# 2110427) is an Investment Advisor Representative working at Vivid Wealth Management LLC in Grapevine, TX and has over 33 years of experience in the finance industry.
Nikolas Pineider (CRD# 5921031) is an Investment Advisor Representative working at Avantax Advisory Services in Grapevine, TX and has over 12 years of experience in the finance industry. Nikolas Pineider 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.
Samuel Scott (CRD# 6470913) is an Investment Advisor Representative working at Edward Jones in Grapevine, TX and has 1 year of experience in the finance industry.