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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
Adam Alinowski (CRD# 4821478) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
Rodwan Alkadi (CRD# 6877264) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 4 years of experience in the finance industry.
Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry. Kally Alkire 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.
William Allbright (CRD# 1114087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 42 years of experience in the finance industry.
Brandon Allen (CRD# 6303322) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years 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.
John Allen (CRD# 4757238) is an Investment Advisor Representative working at Hilltop Securities Inc. in Plano, 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.