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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
Victoria Ward (CRD# 1854131) is an Investment Advisor Representative working at Financial Lifestyle Management in Greenville, TX and has over 35 years of experience in the finance industry. Victoria Ward 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.
Penni Perkins (CRD# 3010562) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenville, TX and has over 24 years of experience in the finance industry.
Wendy Adkins (CRD# 4230604) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 10 years of experience in the finance industry.
Sarah Alderman (CRD# 6745503) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Commerce, TX and has over 5 years of experience in the finance industry.
Joseph Alfinito (CRD# 4222789) is an Investment Advisor Representative working at Lpl Financial LLC in Rockwall, TX and has over 23 years of experience in the finance industry.
John Armstrong (CRD# 2607738) is an Investment Advisor Representative working at Lpl Financial LLC in Commerce, TX and has over 28 years of experience in the finance industry.
Brett Blair (CRD# 6617702) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 7 years of experience in the finance industry.
Bryan Brokaw (CRD# 5014907) is an Investment Advisor Representative working at Edward Jones in Wylie, TX and has over 18 years of experience in the finance industry.
Tod Byrd (CRD# 4476227) is an Investment Advisor Representative working at Lpl Financial LLC in Emory, TX and has over 22 years of experience in the finance industry.
Bradley Campbell (CRD# 3053272) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 25 years of experience in the finance industry.