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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
James Keller (CRD# 4394047) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allen, TX and has over 22 years of experience in the finance industry.
Jeffery Kesting (CRD# 4915868) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sulphur Springs, TX and has over 19 years of experience in the finance industry.
Jay Khatter (CRD# 1151675) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Allen, TX and has over 37 years of experience in the finance industry.
Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 25 years of experience in the finance industry.
Lisa Mahr (CRD# 6424696) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 9 years of experience in the finance industry.
John Pegues (CRD# 3016288) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Alba, TX and has over 25 years of experience in the finance industry.
Jason Ray (CRD# 6296545) is an Investment Advisor Representative working at Edward Jones in Mineola, TX and has over 10 years of experience in the finance industry.
Michael Ream (CRD# 1248418) is an Investment Advisor Representative working at Edward Jones in Sulphur Springs, TX and has over 40 years of experience in the finance industry.
Brandon Roberts (CRD# 6747888) is an Investment Advisor Representative working at Edward Jones in Emory, TX and has over 7 years of experience in the finance industry.
Richard Rogers (CRD# 5566783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hideaway, TX and has over 11 years of experience in the finance industry.