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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
Nicholas Daugherty (CRD# 6697256) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Frisco, TX and has over 7 years of experience in the finance industry.
Jeremy David (CRD# 4314102) is an Investment Advisor Representative working at Complete Wealth Management, LLC in Valley View, TX and has over 23 years of experience in the finance industry. Jeremy David 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 Davidson (CRD# 4547024) is an Investment Advisor Representative working at Wisdom Index Advisors in Prosper, TX and has over 21 years of experience in the finance industry. Michael Davidson 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.
Aaron Davis (CRD# 4746025) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 20 years of experience in the finance industry.
Michael Davis (CRD# 2692127) is an Investment Advisor Representative working at Money Concepts Advisory Service in Frisco, TX and has over 28 years of experience in the finance industry.
Nicolas Davis (CRD# 6627447) is an Investment Advisor Representative working at Brindle & Bay Financial Advisors, LLC in Frisco, TX and has over 8 years of experience in the finance industry. Nicolas Davis 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.
Steven Dawson (CRD# 5703352) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 14 years of experience in the finance industry. Steven Dawson 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.
Aaron Day (CRD# 5045343) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 18 years of experience in the finance industry.
Charu Dayal (CRD# 4567688) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 16 years of experience in the finance industry.
Rebecca De Anda Licona (CRD# 6981686) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 5 years of experience in the finance industry.