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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
Jake Abraham (CRD# 6816729) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 6 years of experience in the finance industry.
Andres Abramovits (CRD# 4300223) is an Investment Advisor Representative working at Edward Jones in Carrollton, TX and has over 23 years of experience in the finance industry.
Andrew Abramson (CRD# 6671460) is an Investment Advisor Representative working at Olympus Capital, LLC in Richardson, TX and has over 6 years of experience in the finance industry.
Jennifer Aceves (CRD# 4922143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 17 years of experience in the finance industry.
David Ackerman (CRD# 2430164) is an Investment Advisor Representative working at Ackerman Capital Management in Dallas, TX and has over 22 years of experience in the finance industry. David Ackerman 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.
David Acosta (CRD# 5419686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 16 years of experience in the finance industry.
Jason Adamcik (CRD# 4272591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Plano, TX and has over 23 years of experience in the finance industry.
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.
Clint Adams (CRD# 4170630) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 23 years of experience in the finance industry. Clint Adams 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.
David Adams (CRD# 2853872) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Garland, TX and has over 27 years of experience in the finance industry.