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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
Joe Allen (CRD# 2905269) is an Investment Advisor Representative working at Life Balance Financial in Houston, TX and has over 26 years of experience in the finance industry.
Lance Allen (CRD# 3104513) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Spring, TX and has over 25 years of experience in the finance industry.
Thomas Allen (CRD# 5904285) is an Investment Advisor Representative working at Ria Advisors in Houston, TX and has over 12 years of experience in the finance industry.
Wendy Allen (CRD# 2475323) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in The Woodlands, TX and has over 24 years of experience in the finance industry.
Danny Allizadeh (CRD# 3132836) is an Investment Advisor Representative working at Position Wealth in The Woodlands, TX and has over 25 years of experience in the finance industry.
David Alper (CRD# 4028758) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 24 years of experience in the finance industry.
Richard Alphonso (CRD# 2357286) is an Investment Advisor Representative working at The Financial Advisory Group, LLC in Houston, TX and has over 31 years of experience in the finance industry.
Bilal Alsaleh (CRD# 4967551) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 18 years of experience in the finance industry. Bilal Alsaleh 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.
Jodi Alsobrook (CRD# 6762313) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 6 years of experience in the finance industry.
Stephen Alsup (CRD# 5711121) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Houston, TX and has over 13 years of experience in the finance industry.