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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
Kyle Ballard (CRD# 6114699) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 11 years of experience in the finance industry.
Richard Bolgiano (CRD# 5630348) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 15 years of experience in the finance industry.
Thomas Eskew (CRD# 3195874) is an Investment Advisor Representative working at Thomas A. Eskew's Investment Advisory Service in Midlothian, TX and has 1 year of experience in the finance industry.
Michael Hill (CRD# 3026108) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, TX and has over 25 years of experience in the finance industry.
Jaime Holland (CRD# 4534203) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 21 years of experience in the finance industry.
Jason Mann (CRD# 5746611) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 14 years of experience in the finance industry.
Shawn Mechler (CRD# 2364111) is an Investment Advisor Representative working at Avantax Advisory Services in Midlothian, TX and has over 30 years of experience in the finance industry. Shawn Mechler 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.
John Potts (CRD# 836106) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Midlothian, TX and has over 41 years of experience in the finance industry. John Potts 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.
Alan Reese (CRD# 5721759) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 14 years of experience in the finance industry.
Robert Segovia (CRD# 6351564) is an Investment Advisor Representative working at Edward Jones in Midlothian, TX and has over 9 years of experience in the finance industry.