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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
Mark Southwell (CRD# 2768168) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mcallen, TX and has over 26 years of experience in the finance industry. Mark Southwell 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.
Alejandro Tapia Farias (CRD# 6383970) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 9 years of experience in the finance industry.
Alberto Torres (CRD# 4527257) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 21 years of experience in the finance industry.
Alexis Villarreal (CRD# 6092102) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 11 years of experience in the finance industry.
Larry Wilson (CRD# 4749363) is an Investment Advisor Representative working at Commonwealth Financial Network in Mcallen, TX and has over 18 years of experience in the finance industry.
Britt Woods (CRD# 4653884) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 20 years of experience in the finance industry.
Rosa Ybarra (CRD# 6156422) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 11 years of experience in the finance industry. Rosa Ybarra 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.
Jose Cadena (CRD# 7380113) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 2 years of experience in the finance industry.
Valery Capuchino (CRD# 6733952) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has 1 year of experience in the finance industry.
Monica Castellano (CRD# 7783811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has 1 year of experience in the finance industry.