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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
Hugo Azpeitia Pedroza (CRD# 6431396) is an Investment Advisor Representative working at Advice And Planning Services in Red Oak, TX and has over 9 years of experience in the finance industry.
Jacob Colwell (CRD# 6757491) is an Investment Advisor Representative working at Edward Jones in Red Oak, TX and has over 6 years of experience in the finance industry.
Marion Hostetler (CRD# 6504999) is an Investment Advisor Representative working at Edward Jones in Red Oak, TX and has over 8 years of experience in the finance industry.
Cynthia Luna (CRD# 5278841) is an Investment Advisor Representative working at Edward Jones in Red Oak, TX and has over 16 years of experience in the finance industry.
Michael Mendoza (CRD# 2472069) is an Investment Advisor Representative working at Primerica Advisors in Red Oak, TX and has over 29 years of experience in the finance industry.
Barry Moore (CRD# 2948485) is an Investment Advisor Representative working at Edward Jones in Red Oak, TX and has over 17 years of experience in the finance industry. Barry Moore 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 Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 29 years of experience in the finance industry.
Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 23 years of experience in the finance industry. Arica Savannah 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 Abbott (CRD# 4722177) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Dallas, TX and has over 19 years of experience in the finance industry.