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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
Christopher Casini (CRD# 4321924) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Charles Cauley (CRD# 4327918) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry. Charles Cauley 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.
Samuel Chacon (CRD# 4250301) is an Investment Advisor Representative working at The Ayco Company, LP in Irving, TX and has over 21 years of experience in the finance industry.
Reynold Cicalese (CRD# 3253311) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Billy Clark (CRD# 2142590) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Irving, TX and has over 32 years of experience in the finance industry.
Angelo Coppolino (CRD# 3003467) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.
Joseph Corcoran (CRD# 3003451) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry.
Jay Courtney (CRD# 3140204) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Irving, TX and has over 24 years of experience in the finance industry.
Jo Crofford (CRD# 5538400) is an Investment Advisor Representative working at Jma Financial Advisors, Inc. in Irving, TX and has 1 year of experience in the finance industry. Jo Crofford 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 Crouse (CRD# 6650905) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 7 years of experience in the finance industry.