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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
Robert Farris (CRD# 6546285) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has 1 year of experience in the finance industry. Robert Farris 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.
Ricardo Filizola (CRD# 2957266) is an Investment Advisor Representative working at Bolton Global Asset Management in Brownsville, TX and has over 26 years of experience in the finance industry.
Ricardo Garcia Fuentes (CRD# 5730654) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 14 years of experience in the finance industry.
Angelica Garrido (CRD# 5135785) is an Investment Advisor Representative working at Pnc Investments in Harlingen, TX and has over 17 years of experience in the finance industry.
Flavio Gonzalez (CRD# 1657739) is an Investment Advisor Representative working at Bolton Global Asset Management in Brownsville, TX and has over 36 years of experience in the finance industry.
Joel Guerrero (CRD# 4634404) is an Investment Advisor Representative working at Spc in Brownsville, TX and has over 20 years of experience in the finance industry.
David Heffernan (CRD# 1413572) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 38 years of experience in the finance industry.
Matt Heffernan (CRD# 4004904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 13 years of experience in the finance industry.
Donald Henderson (CRD# 4065922) is an Investment Advisor Representative working at Henderson Capital & Wealth Management, LLC in Brownsville, TX and has over 24 years of experience in the finance industry.
Michael Limas (CRD# 4932816) is an Investment Advisor Representative working at Equitable Advisors, LLC in Brownsville, TX and has over 16 years of experience in the finance industry.