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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
Paul Allard (CRD# 4868640) is an Investment Advisor Representative working at Avantax Advisory Services in Rogers, AR and has over 19 years of experience in the finance industry.
Carol Allen (CRD# 6882753) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.
Darius Allen (CRD# 6603260) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 8 years of experience in the finance industry.
Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Jason Allen 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.
Jeannine Allen (CRD# 4579327) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry.
Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry. Kathryn Allen 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 Allen (CRD# 5080232) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry.
Michael Allen (CRD# 6461161) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has over 8 years of experience in the finance industry.
Elizabeth Allie (CRD# 5020694) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 14 years of experience in the finance industry.
Michael Allison (CRD# 2305589) is an Investment Advisor Representative working at Red Tree Investments in Denton, TX and has over 14 years of experience in the finance industry.