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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
Matthew Ludwick (CRD# 6273878) is an Investment Advisor Representative working at Fowler Financial Management in Mckinney, TX and has over 10 years of experience in the finance industry. Matthew Ludwick 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.
Robert Mackey (CRD# 2168543) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 32 years of experience in the finance industry.
William Marley (CRD# 2726644) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 28 years of experience in the finance industry.
Trenton Marsh (CRD# 3008849) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 26 years of experience in the finance industry.
Sarah Marshall (CRD# 5453147) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 16 years of experience in the finance industry.
Timur Mezhlumov (CRD# 3194023) is an Investment Advisor Representative working at Avantax Advisory Services in Mckinney, TX and has over 25 years of experience in the finance industry. Timur Mezhlumov 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.
Susan Moss (CRD# 1632961) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 26 years of experience in the finance industry.
John Nabers (CRD# 6609390) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 7 years of experience in the finance industry.
Jefferson Nash (CRD# 6031965) is an Investment Advisor Representative working at Nashional Investments in Mckinney, TX and has over 11 years of experience in the finance industry. Jefferson Nash 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.
Whitney-ann Nash (CRD# 6100688) is an Investment Advisor Representative working at Nashional Investments in Mckinney, TX and has over 6 years of experience in the finance industry.