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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
Scott Carpenter (CRD# 2701304) is an Investment Advisor Representative working at Pro:act Capital Management LLC in Heath, TX and has over 28 years of experience in the finance industry.
Ellen Carter (CRD# 5121694) is an Investment Advisor Representative working at Edward Jones in Gun Barrel City, TX and has over 10 years of experience in the finance industry.
Nicholas Cason (CRD# 4796616) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Forney, TX and has over 19 years of experience in the finance industry. Nicholas Cason 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.
Jose Castaneda (CRD# 7038810) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Rockwall, TX and has over 5 years of experience in the finance industry.
Antonio Caufield (CRD# 5445529) is an Investment Advisor Representative working at Edward Jones in Garland, TX and has over 16 years of experience in the finance industry.
Richard Cepak (CRD# 1307947) is an Investment Advisor Representative working at Avantax Advisory Services in Ennis, TX and has over 39 years of experience in the finance industry.
Robert Chaiklin (CRD# 1188583) is an Investment Advisor Representative working at Bios Research in Boca Raton, FL and has over 40 years of experience in the finance industry.
Robert Chen (CRD# 3228144) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.
Kelly Connel (CRD# 6655037) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 7 years of experience in the finance industry.
David Conrad (CRD# 2480596) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boca Raton, FL and has over 29 years of experience in the finance industry.