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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
David Burns (CRD# 1521464) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
Ernest Burns (CRD# 2433296) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.
Marcy Burton (CRD# 1052897) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 41 years of experience in the finance industry.
Brian Burwell (CRD# 4833598) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.
Gregory Butler (CRD# 1026408) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Overland Park, KS and has over 41 years of experience in the finance industry. Gregory Butler 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.
Mary Caballero (CRD# 4784661) is an Investment Advisor Representative working at Onedigital Investment Advisors in Overland Park, KS and has over 19 years of experience in the finance industry.
Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.
As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.
I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time
Jared Cales (CRD# 6869396) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
Dean Callison (CRD# 1841723) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Overland Park, KS and has over 35 years of experience in the finance industry. Dean Callison 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.
Patrick Calvert (CRD# 6881167) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 6 years of experience in the finance industry.