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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 Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.
Denise Scharfenberger (CRD# 2480910) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 16 years of experience in the finance industry.
Jurgen Simons (CRD# 5378925) is an Investment Advisor Representative working at Edward Jones in Mineola, TX and has over 15 years of experience in the finance industry.
Brian Sivertsen (CRD# 4901881) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 19 years of experience in the finance industry.
Tina Sivertsen (CRD# 4543491) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 21 years of experience in the finance industry.
Alan Spencer (CRD# 1893795) is an Investment Advisor Representative working at Avantax Advisory Services in Allen, TX and has over 35 years of experience in the finance industry. Alan Spencer 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.
John Stephens (CRD# 4338015) is an Investment Advisor Representative working at Royal Fund Management, LLC in Allen, TX and has over 23 years of experience in the finance industry.
Darren Swanner (CRD# 6541002) is an Investment Advisor Representative working at Edward Jones in Winnsboro, TX and has over 8 years of experience in the finance industry.
Allison Taylor (CRD# 5893744) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 13 years of experience in the finance industry.
Audra Thouin (CRD# 2984071) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 25 years of experience in the finance industry.