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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
Scott Anderson (CRD# 6769914) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 6 years of experience in the finance industry.
Keith Andre (CRD# 2181366) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 32 years of experience in the finance industry. Keith Andre 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.
Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry. Daniel Archer 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.
Milton Arnold (CRD# 2343473) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 30 years of experience in the finance industry. Milton Arnold 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.
Walter Ashby (CRD# 5140635) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 17 years of experience in the finance industry.
Abe Askil (CRD# 2244499) is an Investment Advisor Representative working at Titan Capital Management in Frisco, TX and has over 31 years of experience in the finance industry. Abe Askil 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.
Asim Awan (CRD# 4071092) is an Investment Advisor Representative working at Lincoln Investment in Frisco, TX and has over 24 years of experience in the finance industry.
Ryan Aylor (CRD# 6958981) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 5 years of experience in the finance industry.
Robert Badali (CRD# 2645281) is an Investment Advisor Representative working at Monument Retirement & Wealth Advisory, LLC in Allen, TX and has over 28 years of experience in the finance industry.
Dennis Baker (CRD# 3039988) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mckinney, TX and has over 25 years of experience in the finance industry.