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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
Harvey Goldberg (CRD# 1540561) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Boca Raton, FL and has over 32 years of experience in the finance industry. Harvey Goldberg 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.
David Goodrich (CRD# 2948453) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lucas, TX and has over 26 years of experience in the finance industry.
Jason Gould (CRD# 5311823) is an Investment Advisor Representative working at Lifetime Wealth Management P.c. in Rockwall, TX and has over 16 years of experience in the finance industry.
Matthew Gournay (CRD# 2119341) is an Investment Advisor Representative working at Lpl Financial LLC in Lucas, TX and has over 33 years of experience in the finance industry. Matthew Gournay 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.
Debra Greenblatt (CRD# 4575366) is an Investment Advisor Representative working at Greenblatt Financial Management, Inc. in Boca Raton, FL and has 1 year of experience in the finance industry. Debra Greenblatt 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.
Charles Griffiths (CRD# 5661129) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Rockwall, TX and has over 14 years of experience in the finance industry.
Linda Groves (CRD# 2210926) is an Investment Advisor Representative working at Avantax Advisory Services in Richardson, TX and has over 31 years of experience in the finance industry.
Justin Guerra (CRD# 6042660) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garland, TX and has over 11 years of experience in the finance industry.
Kelly Ha (CRD# 6104055) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Garland, TX and has over 11 years of experience in the finance industry.
Thanhha Ha (CRD# 5376015) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Allen, TX and has over 16 years of experience in the finance industry.