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Distance Only Grapevine, TX
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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
Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grapevine, TX and has over 27 years of experience in the finance industry. Heath Abernathy 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.
Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Flourish Financial Planning in Grapevine, TX and has over 19 years of experience in the finance industry. Jeremy Andries 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.
Jay Angotti (CRD# 5890221) is an Investment Advisor Representative working at Kpc Financial Solutions, LLC in Grapevine, TX and has over 8 years of experience in the finance industry. Jay Angotti 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.
Theresa Badgett (CRD# 4311314) is an Investment Advisor Representative working at Avantax Advisory Services in Grapevine, TX and has over 22 years of experience in the finance industry.
David Barnes (CRD# 1243619) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grapevine, TX and has over 40 years of experience in the finance industry.
Stefanie Bashore (CRD# 5611883) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Grapevine, TX and has over 15 years of experience in the finance industry. Stefanie Bashore 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.
Vernon Billingsley (CRD# 1714367) is an Investment Advisor Representative working at Asset Preservation Group Inc. in Grapevine, TX and has over 36 years of experience in the finance industry.
David Buhr (CRD# 1513774) is an Investment Advisor Representative working at Lpl Financial LLC in Grapevine, TX and has over 24 years of experience in the finance industry. David Buhr 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.
Saragail Calloway (CRD# 6138980) is an Investment Advisor Representative working at Financial Security Services Group, Inc. in Grapevine, TX and has over 10 years of experience in the finance industry.
Brian Chamberlain (CRD# 4633304) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Grapevine, TX and has over 21 years of experience in the finance industry.