-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Acosta (CRD# 5419686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 16 years of experience in the finance industry.
Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry. Kally Alkire 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 Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry. Richard Alston 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.
Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry. Daniel Archer 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.
Milton Arnold (CRD# 2343473) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 30 years of experience in the finance industry. Milton Arnold 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 Badali (CRD# 2645281) is an Investment Advisor Representative working at Monument Retirement & Wealth Advisory, LLC in Allen, TX and has over 28 years of experience in the finance industry.
Eduardo Benavides (CRD# 6766806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allen, TX and has over 6 years of experience in the finance industry.
Mark Blankinship (CRD# 5136754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 16 years of experience in the finance industry.
Billy Briggs (CRD# 4008054) is an Investment Advisor Representative working at Clear And Simple Financial Group LLC in Allen, TX and has over 24 years of experience in the finance industry.
Michael Brown (CRD# 6699223) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has over 7 years of experience in the finance industry.