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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
Tandy Ervin (CRD# 4659293) is an Investment Advisor Representative working at Lpl Financial LLC in Richardson, TX and has over 20 years of experience in the finance industry.
Charles Eshelman (CRD# 1339467) is an Investment Advisor Representative working at Equitable Advisors, LLC in Richardson, TX and has over 37 years of experience in the finance industry.
Raylie Eshelman (CRD# 6915332) is an Investment Advisor Representative working at Equitable Advisors, LLC in Richardson, TX and has over 5 years of experience in the finance industry.
Jeffrey Everett (CRD# 4443268) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has 1 year of experience in the finance industry.
Stephen Falk (CRD# 4758114) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 19 years of experience in the finance industry. Stephen Falk 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.
Heath Flock (CRD# 6012138) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 12 years of experience in the finance industry.
Mark Fowler (CRD# 4625938) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Richardson, TX and has over 21 years of experience in the finance industry.
John Garvey (CRD# 5112454) 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.
Victor Garza (CRD# 4684570) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Richardson, TX and has over 12 years of experience in the finance industry. Victor Garza 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.
Duncan Gates (CRD# 5430200) is an Investment Advisor Representative working at Avantax Advisory Services in Richardson, TX and has over 16 years of experience in the finance industry. Duncan Gates 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.