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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
Paul Alusick (CRD# 5614687) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
Elliot Alvarado (CRD# 6726367) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Rolando Alviso (CRD# 6714074) is an Investment Advisor Representative working at Lpl Financial LLC in The Colony, TX and has over 7 years of experience in the finance industry.
Kayla Amason (CRD# 6752333) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 7 years of experience in the finance industry. Kayla Amason 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.
Lawrence Ambe (CRD# 5052721) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 17 years of experience in the finance industry.
Travis Ames (CRD# 5074649) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 17 years of experience in the finance industry.
Chase Amis (CRD# 5860517) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 13 years of experience in the finance industry. Chase Amis 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.
Mia Amos (CRD# 5169727) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 14 years of experience in the finance industry.
Darrell Amsden (CRD# 1497594) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 38 years of experience in the finance industry.
Dominic Anderson (CRD# 5163853) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 13 years of experience in the finance industry.