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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
Melissa Carlisle (CRD# 6455112) is an Investment Advisor Representative working at Edward Jones in Murphy, TX and has over 8 years of experience in the finance industry.
Scott Carpenter (CRD# 2701304) is an Investment Advisor Representative working at Pro:act Capital Management LLC in Heath, TX and has over 28 years of experience in the finance industry.
Jesse Carranza (CRD# 4796995) is an Investment Advisor Representative working at Edward Jones in Canton, TX and has over 17 years of experience in the finance industry.
Nicholas Cason (CRD# 4796616) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Forney, TX and has over 19 years of experience in the finance industry. Nicholas Cason 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.
Jose Castaneda (CRD# 7038810) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Rockwall, TX and has over 5 years of experience in the finance industry. Jose Castaneda 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.
Antonio Caufield (CRD# 5445529) is an Investment Advisor Representative working at Edward Jones in Garland, TX and has over 16 years of experience in the finance industry.
Robert Chaiklin (CRD# 1188583) is an Investment Advisor Representative working at Bios Research in Boca Raton, FL and has over 40 years of experience in the finance industry.
Robert Chase (CRD# 2329240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 31 years of experience in the finance industry.
Robert Chen (CRD# 3228144) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 7 years of experience in the finance industry.
Patrick Cloutier (CRD# 2001475) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 34 years of experience in the finance industry.