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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
Amy Kaplan-Needham (CRD# 4387210) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Springtown, TX and has over 22 years of experience in the finance industry.
Carolyn Rocha (CRD# 5798566) is an Investment Advisor Representative working at Edward Jones in Springtown, TX and has over 13 years of experience in the finance industry.
John Tiner (CRD# 6422670) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Springtown, TX and has over 8 years of experience in the finance industry.
Christopher Crowell (CRD# 6486551) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Springtown, TX and has over 8 years of experience in the finance industry.
Julie Woods (CRD# 7754284) is an Investment Advisor Representative working at Edward Jones in Springtown, TX and has 1 year of experience in the finance industry.
Tanya Ackermann (CRD# 6303332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 10 years of experience in the finance industry.
David Adams (CRD# 2591615) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 28 years of experience in the finance industry.
Noel Adams (CRD# 4951603) is an Investment Advisor Representative working at Global Retirement Partners LLC in Fort Worth, TX and has over 18 years of experience in the finance industry.
Jennifer Addison (CRD# 5264467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Worth, TX and has over 15 years of experience in the finance industry.
Stephanie Addison (CRD# 2282066) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Worth, TX and has over 31 years of experience in the finance industry.