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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
Joni Campos (CRD# 2227160) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 18 years of experience in the finance industry.
Lawrence Carara (CRD# 5741580) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 12 years of experience in the finance industry.
Xochitl Castellanos-Montoya (CRD# 4751096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 13 years of experience in the finance industry.
Cary Cates (CRD# 5761798) is an Investment Advisor Representative working at Cates Fp, Cates Tax Advisory in Gainesville, TX and has over 14 years of experience in the finance industry. Cary Cates 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.
Alexa Celis (CRD# 6644279) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 6 years of experience in the finance industry.
Richard Chaves (CRD# 6032240) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has 1 year of experience in the finance industry.
Ellina Cheney (CRD# 6792747) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 6 years of experience in the finance industry.
James Cherry (CRD# 4274687) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Highland Village, TX and has over 23 years of experience in the finance industry.
James Chick (CRD# 5278798) is an Investment Advisor Representative working at Edward Jones in Sanger, TX and has over 17 years of experience in the finance industry.
Stephanie Chininis (CRD# 2421454) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Frisco, TX and has over 30 years of experience in the finance industry.