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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
Jonathon Kang (CRD# 7003253) is an Investment Advisor Representative working at Edward Jones in Richardson, TX and has over 5 years of experience in the finance industry.
Don Khieu (CRD# 2623644) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Richardson, TX and has over 28 years of experience in the finance industry. Don Khieu 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.
Collin Lafollette (CRD# 2346454) is an Investment Advisor Representative working at Bent Tree Trust Advisors, LLC in Richardson, TX and has over 31 years of experience in the finance industry.
Robert Lamse (CRD# 5170744) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 17 years of experience in the finance industry. Robert Lamse 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.
Brian Langford (CRD# 4616719) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 19 years of experience in the finance industry. Brian Langford 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.
Charles Lee (CRD# 3245991) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Richardson, TX and has over 24 years of experience in the finance industry.
Chiew Sing Ling (CRD# 4421848) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Richardson, TX and has over 22 years of experience in the finance industry.
Daniel Malone (CRD# 6649149) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 7 years of experience in the finance industry. Daniel Malone 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.
John Manning (CRD# 6340881) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richardson, TX and has over 7 years of experience in the finance industry.
Jack Martin (CRD# 852465) is an Investment Advisor Representative working at Duncan Financial Planning Advisors in Richardson, TX and has over 41 years of experience in the finance industry.