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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
Frank Culkar (CRD# 4093872) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Tyler Curtis (CRD# 5369644) is an Investment Advisor Representative working at Snider Advisors in Irving, TX and has over 16 years of experience in the finance industry.
Shanth David (CRD# 4237394) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Earl Davidson (CRD# 856504) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irving, TX and has over 38 years of experience in the finance industry.
Jared Davis (CRD# 6635219) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 7 years of experience in the finance industry.
Matthew Davis (CRD# 5923766) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has 1 year of experience in the finance industry. Matthew Davis 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.
Sheri Delmage (CRD# 6597040) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 7 years of experience in the finance industry.
Matthew Denny (CRD# 3253314) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
James Denton (CRD# 7013021) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 5 years of experience in the finance industry.
Patrick Di Fazio (CRD# 4608571) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 years of experience in the finance industry.