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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
Linda Groves (CRD# 2210926) is an Investment Advisor Representative working at Avantax Advisory Services in Richardson, TX and has over 31 years of experience in the finance industry.
David Gunderson (CRD# 6191146) is an Investment Advisor Representative working at Us Freedom Capital Advisors LLC in Richardson, TX and has over 10 years of experience in the finance industry.
Jason Habern (CRD# 3127317) is an Investment Advisor Representative working at Edward Jones in Richardson, TX and has over 25 years of experience in the finance industry.
Nicole Hamburg (CRD# 6355257) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 9 years of experience in the finance industry.
Shannon Harris (CRD# 4238025) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 23 years of experience in the finance industry.
Stephen Harris (CRD# 238196) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richardson, TX and has over 37 years of experience in the finance industry.
Stephen Hart (CRD# 6486247) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has 1 year of experience in the finance industry. Stephen Hart 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.
Jaime Heimsath (CRD# 4476170) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 16 years of experience in the finance industry.
Mark Hendrick (CRD# 5906142) is an Investment Advisor Representative working at Edward Jones in Richardson, TX and has over 12 years of experience in the finance industry.
Keaton Hoppe (CRD# 6359531) is an Investment Advisor Representative working at Cavanal Hill Investment Management, Inc. in Richardson, TX and has over 9 years of experience in the finance industry.