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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
John Hinrichs (CRD# 4304657) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 23 years of experience in the finance industry.
Clifford Hodson (CRD# 6672749) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Mckinney, TX and has over 7 years of experience in the finance industry.
Michael Jarvis (CRD# 2160274) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mckinney, TX and has over 32 years of experience in the finance industry.
Joseph Jimenez (CRD# 4378098) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
Joseph Joiner (CRD# 2344795) 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.
Hussein Juma (CRD# 3248809) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mckinney, TX and has over 24 years of experience in the finance industry.
Monica Kaufman (CRD# 2471533) is an Investment Advisor Representative working at Harmony Asset Management LLC in Mckinney, TX and has over 6 years of experience in the finance industry. Monica Kaufman 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.
Tony Kim (CRD# 4070331) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Mckinney, TX and has over 24 years of experience in the finance industry.
John Kopenhaver (CRD# 2414265) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 30 years of experience in the finance industry. John Kopenhaver 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.
Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Krishna Wealth Planning in Mckinney, TX and has over 12 years of experience in the finance industry. Neil Krishnaswamy 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.