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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
Lawrence Oliver (CRD# 6938181) is an Investment Advisor Representative working at Prosperity First Wealth Management in Rockwall, TX and has over 5 years of experience in the finance industry.
Wesley Oliver (CRD# 5737002) is an Investment Advisor Representative working at Edward Jones in Heath, TX and has over 14 years of experience in the finance industry.
David Pabin (CRD# 2149045) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wylie, TX and has over 32 years of experience in the finance industry.
Jason Palmer (CRD# 6612337) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Heath, TX and has over 8 years of experience in the finance industry.
Gabrielle Phenix (CRD# 6532623) is an Investment Advisor Representative working at Edward Jones in Princeton, TX and has over 8 years of experience in the finance industry.
Edward Pipkin (CRD# 852676) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockwall, TX and has over 39 years of experience in the finance industry.
Jason Potts (CRD# 4371475) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 22 years of experience in the finance industry.
Craig Power (CRD# 6541010) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 8 years of experience in the finance industry.
David Rex (CRD# 4504932) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Commerce, TX and has over 22 years of experience in the finance industry.
John Rivera (CRD# 5336853) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Heath, TX and has over 16 years of experience in the finance industry.