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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
Joseph Adjei-Mensah (CRD# 6925790) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.
Kevin Adkins (CRD# 2103099) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 33 years of experience in the finance industry. Kevin Adkins 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.
Wendy Adkins (CRD# 4230604) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 10 years of experience in the finance industry.
Richard Adkisson (CRD# 5123971) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry. Ashlee Admire 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.
Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 30 years of experience in the finance industry.
Ashok Agarwalla (CRD# 6255802) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 10 years of experience in the finance industry.
Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 8 years of experience in the finance industry. Mark Agnew 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.
Dario Aguilar (CRD# 4745374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 18 years of experience in the finance industry. Dario Aguilar 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.
Robert Ahearn (CRD# 4505056) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 21 years of experience in the finance industry. Robert Ahearn 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.