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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
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.
Sarah Crowe (CRD# 4659947) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 20 years of experience in the finance industry. Sarah Crowe 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.
Cliff Demarest (CRD# 4603776) is an Investment Advisor Representative working at Consilium Wealth Advisory, LLC in Richardson, TX and has over 11 years of experience in the finance industry.
Timothy Dierkes (CRD# 2429643) is an Investment Advisor Representative working at Lpl Financial LLC in Richardson, TX and has over 30 years of experience in the finance industry.
Alana Doyle (CRD# 5945123) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 5 years of experience in the finance industry.
Terry Doyle (CRD# 1693932) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 36 years of experience in the finance industry.
David Dugger (CRD# 4277415) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 24 years of experience in the finance industry. David Dugger 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.
Lori Eads (CRD# 5112485) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 18 years of experience in the finance industry.
John Elisafidis (CRD# 4286236) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richardson, TX and has over 22 years of experience in the finance industry.
Carisa Epperson (CRD# 2872336) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 13 years of experience in the finance industry.