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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
Barbara Tsinakis (CRD# 4719021) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 20 years of experience in the finance industry.
William Tyler (CRD# 2584005) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 29 years of experience in the finance industry. William Tyler 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.
Janene Warren (CRD# 2977886) is an Investment Advisor Representative working at Advisory Services Network in Southlake, TX and has over 26 years of experience in the finance industry. Janene Warren 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.
Sean Weaver (CRD# 4796739) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Southlake, TX and has over 19 years of experience in the finance industry. Sean Weaver 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.
Morgan Webb (CRD# 5417304) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry. Morgan Webb 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.
John Weller (CRD# 2215971) is an Investment Advisor Representative working at Avantax Advisory Services in Southlake, TX and has over 27 years of experience in the finance industry. John Weller 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.
John Wicke (CRD# 2826995) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 27 years of experience in the finance industry.
Jackson Williams (CRD# 6602770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 7 years of experience in the finance industry.
Robert Williams (CRD# 1644431) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 37 years of experience in the finance industry.
Matthew Winebrenner (CRD# 2967590) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 8 years of experience in the finance industry.