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Distance Only Rockwall, TX
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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
Wendy Adkins (CRD# 4230604) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 10 years of experience in the finance industry.
Joseph Alfinito (CRD# 4222789) is an Investment Advisor Representative working at Lpl Financial LLC in Rockwall, TX and has over 23 years of experience in the finance industry.
Bradley Campbell (CRD# 3053272) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 25 years of experience in the finance industry.
Jose Castaneda (CRD# 7038810) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Rockwall, TX and has over 5 years of experience in the finance industry. Jose Castaneda 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.
Kelly Connel (CRD# 6655037) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has over 7 years of experience in the finance industry.
Ricardo De La Torre (CRD# 5074539) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rockwall, TX and has over 17 years of experience in the finance industry.
Richard Dirkse (CRD# 1676153) is an Investment Advisor Representative working at Leo Wealth, LLC in Rockwall, TX and has over 36 years of experience in the finance industry. Richard Dirkse 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.
Minh Doan (CRD# 6736532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockwall, TX and has over 7 years of experience in the finance industry.
Justin Dollins (CRD# 5705075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockwall, TX and has over 8 years of experience in the finance industry.
Ha Ellender (CRD# 6104615) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockwall, TX and has over 10 years of experience in the finance industry.