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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
Peter Adamson (CRD# 4592142) is an Investment Advisor Representative working at Autumn Glory Partners, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Jennifer Addison (CRD# 5264467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.
Stephanie Addison (CRD# 2282066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 31 years of experience in the finance industry.
John Adeniji (CRD# 4578669) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 21 years of experience in the finance industry. John Adeniji 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.
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.
James Aghayere (CRD# 5787146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Prairie, TX and has over 13 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.
Omar Aguilar (CRD# 6014824) is an Investment Advisor Representative working at Blue Ladder Financial Planning, LLC in Benbrook, TX and has over 12 years of experience in the finance industry.
Mathew Ahmad (CRD# 5684717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Arash Ahmadi-Tehrani (CRD# 5046182) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.