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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
Jason Willard (CRD# 5961492) is an Investment Advisor Representative working at Lpl Financial LLC in Prosper, TX and has over 12 years of experience in the finance industry.
Amy Williams (CRD# 2182982) is an Investment Advisor Representative working at Edward Jones in Prosper, TX and has over 31 years of experience in the finance industry.
Heather Williams (CRD# 4353192) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman, TX and has over 22 years of experience in the finance industry. Heather Williams 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.
Corey Winten (CRD# 4279395) is an Investment Advisor Representative working at Winten Investment Partners, LLC in Krugerville, TX and has over 23 years of experience in the finance industry.
Michael Woods (CRD# 2996865) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Denton, TX and has over 24 years of experience in the finance industry. Michael Woods 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.
Clyde Woolfolk (CRD# 707561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Denton, TX and has over 44 years of experience in the finance industry.
Brandon Wright (CRD# 6971404) is an Investment Advisor Representative working at Lpl Financial LLC in Sherman, TX and has over 5 years of experience in the finance industry.
Christian Wright (CRD# 4280867) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Prosper, TX and has over 16 years of experience in the finance industry.
Wesley Young (CRD# 2758754) is an Investment Advisor Representative working at Oakwood Advisory Group, LLC in Prosper, TX and has over 19 years of experience in the finance industry. Wesley Young 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.
David Zachmeyer (CRD# 2114928) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Denton, TX and has over 33 years of experience in the finance industry.