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Distance Only Lewisville, TX
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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
Gabriel Blancarte (CRD# 7733530) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Daniel Brackett (CRD# 7240416) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Sotir Cikopana (CRD# 7755460) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Evalyn Clark (CRD# 7317716) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewisville, TX and has 1 year of experience in the finance industry.
Walter Collins (CRD# 5856525) is an Investment Advisor Representative working at Eagle Strategies LLC in Lewisville, TX and has over 13 years of experience in the finance industry.
Dean Cushing (CRD# 7739244) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.
Elizabeth Dawson (CRD# 6026658) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 12 years of experience in the finance industry.
Jorge Espinoza (CRD# 7203176) is an Investment Advisor Representative working at Ally Invest Advisors in Lewisville, TX and has over 2 years of experience in the finance industry.
Fabio Fernandez (CRD# 4988835) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lewisville, TX and has over 18 years of experience in the finance industry.
Jacquelyn Girling (CRD# 7343512) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has 1 year of experience in the finance industry. Jacquelyn Girling 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.