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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 Brennan (CRD# 4615301) is an Investment Advisor Representative working at Planmember Securities Corporation in Richardson, TX and has over 20 years of experience in the finance industry.
John Brickhouse (CRD# 3070533) is an Investment Advisor Representative working at D.h. Hill Advisors, Inc. in Richardson, TX and has over 25 years of experience in the finance industry. John Brickhouse 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.
Larry Burgess (CRD# 1130653) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 40 years of experience in the finance industry. Larry Burgess 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.
Thomas Burke (CRD# 35874) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 33 years of experience in the finance industry.
Tyler Burns (CRD# 6082118) is an Investment Advisor Representative working at Edward Jones in Richardson, TX and has over 11 years of experience in the finance industry.
Norbert Butkus (CRD# 6585808) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 8 years of experience in the finance industry.
Aaron Byrkit (CRD# 5783731) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 13 years of experience in the finance industry. Aaron Byrkit 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.
Robert Chase (CRD# 2329240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 31 years of experience in the finance industry.
Michael Coffee (CRD# 3071789) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richardson, TX and has over 25 years of experience in the finance industry.