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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
Barron Gray (CRD# 5581783) is an Investment Advisor Representative working at Gray Financial Planning LLC in Mckinney, TX and has over 15 years of experience in the finance industry. Barron Gray 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.
Debra Greenblatt (CRD# 4575366) is an Investment Advisor Representative working at Greenblatt Financial Management, Inc. in Boca Raton, FL and has 1 year of experience in the finance industry. Debra Greenblatt 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.
Charles Griffiths (CRD# 5661129) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockwall, TX and has over 14 years of experience in the finance industry.
Cathy Grimes (CRD# 3128416) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mckinney, TX and has over 8 years of experience in the finance industry.
Justin Guerra (CRD# 6042660) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garland, TX and has over 11 years of experience in the finance industry.
Thanhha Ha (CRD# 5376015) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Allen, TX and has over 16 years of experience in the finance industry.
Weston Haaf (CRD# 6105040) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Sunnyvale, TX and has over 11 years of experience in the finance industry. Weston Haaf 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.
Kristin Hall (CRD# 5672098) is an Investment Advisor Representative working at Edward Jones in Rowlett, TX and has over 13 years of experience in the finance industry.
John Harman (CRD# 5870217) is an Investment Advisor Representative working at Harman Rogowski & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
Shannon Harris (CRD# 4238025) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 23 years of experience in the finance industry.