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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
Loren-dean Mims (CRD# 7480397) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 2 years of experience in the finance industry.
Luis Ramos (CRD# 7421018) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mesquite, TX and has over 2 years of experience in the finance industry.
Rachel Schramm (CRD# 7711126) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has 1 year of experience in the finance industry.
James Taber (CRD# 4474747) is an Investment Advisor Representative working at Primerica Advisors in Mesquite, TX and has over 22 years of experience in the finance industry.
Juan Vanegas (CRD# 6517034) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mesquite, TX and has over 8 years of experience in the finance industry.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.
Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 23 years of experience in the finance industry. Arica Savannah 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.
Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 37 years of experience in the finance industry.