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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
Brian Llewellyn (CRD# 6384079) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 9 years of experience in the finance industry.
E. Grant Marsh (CRD# 3124678) is an Investment Advisor Representative working at Morgan Stanley in Rockwall, TX and has over 25 years of experience in the finance industry. E. Grant Marsh 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.
Christopher Martin (CRD# 4575990) is an Investment Advisor Representative working at Lpl Financial LLC in Rockwall, TX and has over 21 years of experience in the finance industry.
Sylvia McCrackin (CRD# 6786730) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 6 years of experience in the finance industry.
Kenneth McKelroy (CRD# 4814640) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 19 years of experience in the finance industry.
Melvin McNeal (CRD# 6124909) is an Investment Advisor Representative working at Edward Jones in Wylie, TX and has over 11 years of experience in the finance industry.
Reece Morrison (CRD# 4199565) is an Investment Advisor Representative working at Lpl Financial LLC in Fate, TX and has over 23 years of experience in the finance industry.
Michael Morrow (CRD# 2454090) is an Investment Advisor Representative working at Edward Jones in Commerce, TX and has over 8 years of experience in the finance industry.
Carlisle Mott (CRD# 5295835) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Leonard, TX and has over 16 years of experience in the finance industry.
Corina Nash (CRD# 5021155) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockwall, TX and has over 18 years of experience in the finance industry.