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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
Billy Fowler (CRD# 1110899) is an Investment Advisor Representative working at Fowler Financial Management in Mckinney, TX and has over 32 years of experience in the finance industry.
Jordynn Fretheim (CRD# 6921885) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mckinney, TX and has over 6 years of experience in the finance industry.
Jeffrey Garton (CRD# 2645788) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Mckinney, TX and has over 28 years of experience in the finance industry.
Lori Givens (CRD# 6145137) is an Investment Advisor Representative working at Wheat Givens Financial, LLC in Mckinney, TX and has over 10 years of experience in the finance industry. Lori Givens 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.
Barron Gray (CRD# 5581783) is an Investment Advisor Representative working at Gray Financial Planning LLC in Mckinney, TX and has over 15 years of experience in the finance industry. Barron Gray 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.
Cathy Grimes (CRD# 3128416) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mckinney, TX and has over 8 years of experience in the finance industry.
John Harman (CRD# 5870217) is an Investment Advisor Representative working at Harman Rogowski & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
Christopher Hathaway (CRD# 4395186) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
David Heard (CRD# 1839961) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 35 years of experience in the finance industry.
Thomas Herrin (CRD# 4252225) is an Investment Advisor Representative working at Financial Advocates Investment Management in Mckinney, TX and has over 23 years of experience in the finance industry. Thomas Herrin 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.