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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 Abernathy (CRD# 5460782) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Shane Abernathy (CRD# 2402555) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 30 years of experience in the finance industry.
Allen Abney (CRD# 5549560) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry.
David Ackerman (CRD# 2430164) is an Investment Advisor Representative working at Ackerman Capital Management in Dallas, TX and has over 22 years of experience in the finance industry. David Ackerman 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.
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.
David Adams (CRD# 2853872) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Garland, TX and has over 27 years of experience in the finance industry.
Henry Adams (CRD# 5115024) is an Investment Advisor Representative working at Hightower Advisors, LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Jason Adams (CRD# 5380367) is an Investment Advisor Representative working at Gradient Advisors, LLC in Arlington, TX and has over 16 years of experience in the finance industry.
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry. Matthew Adams 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.