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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
Matthew McKenna (CRD# 7562010) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Grant Mink (CRD# 7218578) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Jeremiah Neptune (CRD# 6574047) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 8 years of experience in the finance industry.
Elvia Ostiguin (CRD# 4131054) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 24 years of experience in the finance industry.
Nikola Palincas (CRD# 7741243) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Michael Prentice (CRD# 7514803) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 2 years of experience in the finance industry.
Saul Renteria (CRD# 6403371) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 9 years of experience in the finance industry.
Daniela Sanchez (CRD# 6630929) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 7 years of experience in the finance industry.
Adam Satterfield (CRD# 6986461) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 5 years of experience in the finance industry.
Justin Scott (CRD# 6386471) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.