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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
Lucien Craig (CRD# 1785449) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 36 years of experience in the finance industry.
Sherry Craig (CRD# 1258445) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 33 years of experience in the finance industry.
Andrew Creme (CRD# 6788508) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 7 years of experience in the finance industry. Andrew Creme 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.
Michael Crews (CRD# 4687638) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 19 years of experience in the finance industry. Michael Crews 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 Cripe (CRD# 5795910) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Aubrey, TX and has over 13 years of experience in the finance industry.
Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 28 years of experience in the finance industry.
Brian Czerwinski (CRD# 2860094) is an Investment Advisor Representative working at Bridgehouse Wealth Advisors LLC in Frisco, TX and has over 27 years of experience in the finance industry.
Charles Daniel (CRD# 3108881) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 25 years of experience in the finance industry.
Timothy Daniel (CRD# 5879292) is an Investment Advisor Representative working at First Trust Advisors LP in Prosper, TX and has over 13 years of experience in the finance industry.
Jeff Dargatz (CRD# 2912259) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 26 years of experience in the finance industry.