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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
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry. Matthew Adams 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.
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
David Alexander (CRD# 5264835) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 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.
Jesse Anderson (CRD# 5002910) is an Investment Advisor Representative working at Snider Advisors in Irving, TX and has over 18 years of experience in the finance industry.
Steven Anderson (CRD# 2496837) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irving, TX and has over 29 years of experience in the finance industry.
Casey Ardoin (CRD# 6159129) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry.
Kevin Armes (CRD# 6774450) is an Investment Advisor Representative working at Edward Jones in Irving, TX and has over 6 years of experience in the finance industry.