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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
Ross Querry (CRD# 6648475) is an Investment Advisor Representative working at Tradeway in Rowlett, TX and has over 7 years of experience in the finance industry.
Harolyn Smith (CRD# 1440077) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rowlett, TX and has over 38 years of experience in the finance industry.
Stanley Szafran (CRD# 4325504) is an Investment Advisor Representative working at Szafran Capital Management, LLC in Rowlett, TX and has over 22 years of experience in the finance industry.
Kendra Walden (CRD# 6226799) is an Investment Advisor Representative working at Edward Jones in Rowlett, TX and has over 10 years of experience in the finance industry.
James Williams (CRD# 4808885) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rowlett, TX and has over 19 years of experience in the finance industry.
Roland Jones (CRD# 6109827) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rowlett, TX and has over 11 years of experience in the finance industry.
Jennifer Owens (CRD# 7811886) is an Investment Advisor Representative working at Edward Jones in Rockwall, TX and has 1 year of experience in the finance industry.
Christian Serrano (CRD# 6068344) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rowlett, TX and has over 11 years of experience in the finance industry.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.