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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
Matthew Ashley (CRD# 4732477) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 19 years of experience in the finance industry.
Frank Aswad (CRD# 2903792) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 22 years of experience in the finance industry.
Philip Athey (CRD# 4726438) is an Investment Advisor Representative working at Apeiron in Dallas, TX and has over 20 years of experience in the finance industry.
Julie Atwell (CRD# 5640714) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Seth Atwell (CRD# 4090465) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 18 years of experience in the finance industry.
Allen Auger (CRD# 4202386) is an Investment Advisor Representative working at Preservation Financial Management in Boca Raton, FL and has over 23 years of experience in the finance industry. Allen Auger 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.
James Aughenbaugh (CRD# 2408807) is an Investment Advisor Representative working at Stephens in Dallas, TX and has over 29 years of experience in the finance industry.
Christie Autry (CRD# 2325681) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
Rhonda Avila (CRD# 1277592) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 29 years of experience in the finance industry.
Sidney Avila (CRD# 6809683) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Dallas, TX and has over 6 years of experience in the finance industry.