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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
Richard Dirkse (CRD# 1676153) is an Investment Advisor Representative working at Leo Wealth, LLC in Rockwall, TX and has over 36 years of experience in the finance industry. Richard Dirkse 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.
Minh Doan (CRD# 6736532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockwall, TX and has over 7 years of experience in the finance industry.
Justin Dollins (CRD# 5705075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockwall, TX and has over 8 years of experience in the finance industry.
Calvin Drummonds (CRD# 4595674) is an Investment Advisor Representative working at Edward Jones in Farmersville, TX and has over 21 years of experience in the finance industry.
Ha Ellender (CRD# 6104615) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockwall, TX and has over 10 years of experience in the finance industry.
John Elsey (CRD# 2696990) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 27 years of experience in the finance industry.
Bradley Epstein (CRD# 4904999) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rockwall, TX and has over 18 years of experience in the finance industry.
Daniel Finch (CRD# 4620343) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenville, TX and has over 21 years of experience in the finance industry.
Tommy Fincher (CRD# 1725266) is an Investment Advisor Representative working at Whitestone Wealth Advisors, LLC in Rowlett, TX and has over 36 years of experience in the finance industry.
Ryan Frank (CRD# 6648563) is an Investment Advisor Representative working at Edward Jones in Rowlett, TX and has over 7 years of experience in the finance industry.