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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
Lawrence Carara (CRD# 5741580) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 12 years of experience in the finance industry.
Melissa Carlisle (CRD# 6455112) is an Investment Advisor Representative working at Edward Jones in Murphy, TX and has over 9 years of experience in the finance industry.
Scott Carpenter (CRD# 2701304) is an Investment Advisor Representative working at Pro:act Capital Management LLC in Heath, TX and has over 28 years of experience in the finance industry.
Mitchell Carr (CRD# 3166783) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Plano, TX and has over 25 years of experience in the finance industry.
Maria Carter (CRD# 1888323) is an Investment Advisor Representative working at Advice And Planning Services in Plano, TX and has over 30 years of experience in the finance industry.
Travis Carter (CRD# 2458376) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 30 years of experience in the finance industry. Travis Carter 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.
Nicholas Cason (CRD# 4796616) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Forney, TX and has over 19 years of experience in the finance industry. Nicholas Cason 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.
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.
Xochitl Castellanos-Montoya (CRD# 4751096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 13 years of experience in the finance industry.
Antonio Caufield (CRD# 5445529) is an Investment Advisor Representative working at Edward Jones in Garland, TX and has over 16 years of experience in the finance industry.