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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
Lindsay Jones (CRD# 4993414) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Celina, TX and has over 18 years of experience in the finance industry. Lindsay Jones 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.
Molly Laughter (CRD# 5518250) is an Investment Advisor Representative working at Laughter Financial in Celina, TX and has 1 year of experience in the finance industry. Molly Laughter 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.
Ryan Merchant (CRD# 4286810) is an Investment Advisor Representative working at Lpl Financial LLC in Celina, TX and has over 23 years of experience in the finance industry.
James Moore (CRD# 6652719) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Gunter, TX and has 1 year of experience in the finance industry. James Moore 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.
Carlisle Mott (CRD# 5295835) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Leonard, TX and has over 16 years of experience in the finance industry.
Erin Myers (CRD# 4431100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gunter, TX and has over 21 years of experience in the finance industry.
Stephen Newton (CRD# 2938626) is an Investment Advisor Representative working at Lpl Financial LLC in Bells, TX and has over 26 years of experience in the finance industry.
James Oldham (CRD# 1263492) is an Investment Advisor Representative working at Primerica Advisors in Denison, TX and has over 39 years of experience in the finance industry.
William Parkinson (CRD# 5055232) is an Investment Advisor Representative working at Alden Investment Group in Celina, TX and has over 17 years of experience in the finance industry.
Toby Peters (CRD# 2020000) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Celina, TX and has over 34 years of experience in the finance industry.