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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
Yvonne Silguero (CRD# 3211495) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 23 years of experience in the finance industry.
Oscar Silva (CRD# 6083959) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mission, TX and has over 11 years of experience in the finance industry.
James Simmons (CRD# 2526240) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Weslaco, TX and has over 29 years of experience in the finance industry.
Mark Southwell (CRD# 2768168) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mcallen, TX and has over 26 years of experience in the finance industry. Mark Southwell 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.
Adam Tabak (CRD# 6220692) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 5 years of experience in the finance industry. Adam Tabak 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.
James Tabak (CRD# 1289528) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 39 years of experience in the finance industry.
Alejandro Tapia Farias (CRD# 6383970) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 9 years of experience in the finance industry.
John Tippit (CRD# 5809446) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 12 years of experience in the finance industry.
Juan Trevino (CRD# 1821260) is an Investment Advisor Representative working at Lpl Financial LLC in Edinburg, TX and has over 36 years of experience in the finance industry.
Rati Tripathi (CRD# 6449200) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Edinburg, TX and has over 9 years of experience in the finance industry.