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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
Michael Morgan (CRD# 4725083) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sherman, TX and has over 20 years of experience in the finance industry.
Thomas Muir (CRD# 3253193) is an Investment Advisor Representative working at Cultivar Capital, Inc. in Denton, TX and has over 24 years of experience in the finance industry. Thomas Muir 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.
Erin Myers (CRD# 4431100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gunter, TX and has over 21 years of experience in the finance industry.
Abe Nayfa (CRD# 1755414) is an Investment Advisor Representative working at Edward Jones in Denton, TX and has over 36 years of experience in the finance industry.
Kyle Nayfa (CRD# 2637654) is an Investment Advisor Representative working at Edward Jones in Denton, TX and has over 19 years of experience in the finance industry.
Aubrey Paganelli (CRD# 6158953) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 11 years of experience in the finance industry.
John Paulson (CRD# 2908933) is an Investment Advisor Representative working at Clear Sky Financial, LP in Prosper, TX and has over 26 years of experience in the finance industry.
Toby Peters (CRD# 2020000) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Celina, TX and has over 34 years of experience in the finance industry.
Leslie Pincombe (CRD# 1399800) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 26 years of experience in the finance industry.
Gregory Pitts (CRD# 4165410) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 24 years of experience in the finance industry.