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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
John Friday (CRD# 1531271) is an Investment Advisor Representative working at Edward Jones in Pilot Point, TX and has over 31 years of experience in the finance industry.
David George (CRD# 709052) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pilot Point, TX and has over 37 years of experience in the finance industry.
Dr. Geoffrey VanderPal CFP® (CRD# 2515008) is an Investment Advisor Representative and owner at Vanderpal Capital Management LLC in Dallas, TX and has over 21 years of experience in the finance industry. Geoffrey Vanderpal 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...
David Dryden (CRD# 2208528) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 26 years of experience in the finance industry. David Dryden 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 Cloutier (CRD# 2001475) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in McKinney, TX and has over 28 years of experience in the finance industry.
James Bresnahan (CRD# 5482191) is an Investment Advisor Representative working at Jb Wealth Management LLC in McKinney, TX and has over 10 years of experience in the finance industry.
Brandi Holmes (CRD# 4346567) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Plano, TX and has over 16 years of experience in the finance industry.