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Distance Only Mckinney, TX
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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
Kurt Reinhold (CRD# 4612783) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 21 years of experience in the finance industry.
Kevin Robertson (CRD# 4262095) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 23 years of experience in the finance industry.
Rainey Rogers (CRD# 5393347) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Mckinney, TX and has over 10 years of experience in the finance industry.
Daniel Rogowski (CRD# 5992688) 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 Rothe (CRD# 4679311) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 20 years of experience in the finance industry.
Kelley Schubert (CRD# 2411434) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry. Kelley Schubert 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.
Richard Scordo (CRD# 4937440) is an Investment Advisor Representative working at Prudential Financial Planning Services in Mckinney, TX and has over 18 years of experience in the finance industry.
Rick Shamblin (CRD# 2275583) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 31 years of experience in the finance industry.
Brian Sieling (CRD# 2438531) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 30 years of experience in the finance industry.
James Simpson (CRD# 3159520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 25 years of experience in the finance industry.