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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
Jordynn Fretheim (CRD# 6921885) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mckinney, TX and has over 6 years of experience in the finance industry.
Brian Friedman (CRD# 4601385) is an Investment Advisor Representative working at Equitable Advisors, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.
Justin Fruhwirth (CRD# 6475187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockwall, TX and has over 8 years of experience in the finance industry.
Emilio Garcia (CRD# 5077462) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
Andrew Garner (CRD# 6832728) is an Investment Advisor Representative working at Edward Jones in Greenville, TX and has over 6 years of experience in the finance industry.
Robert Gee (CRD# 4757119) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 20 years of experience in the finance industry.
Nathaniel Gehring (CRD# 4961415) is an Investment Advisor Representative working at Kahler Financial Group, Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry. Nathaniel Gehring 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.
James Geld (CRD# 2694899) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.
Stephanie Geller (CRD# 2524388) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.
Ronald Gills (CRD# 4915358) is an Investment Advisor Representative working at Primerica Advisors in Allen, TX and has over 18 years of experience in the finance industry.