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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
Joseph Alfinito (CRD# 4222789) is an Investment Advisor Representative working at Lpl Financial LLC in Rockwall, TX and has over 23 years of experience in the finance industry.
Lisa Allen (CRD# 2721932) is an Investment Advisor Representative working at Lpl Financial LLC in Mesquite, TX and has over 25 years of experience in the finance industry.
Richard Alter (CRD# 2027054) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Boca Raton, FL and has over 28 years of experience in the finance industry.
Daniel Andriola (CRD# 5349306) is an Investment Advisor Representative working at Eagle Strategies LLC in Allen, TX and has over 15 years of experience in the finance industry.
Thomas Arcuik (CRD# 713729) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 39 years of experience in the finance industry.
Charles Arnold (CRD# 502527) is an Investment Advisor Representative working at Ideas In Finance in Boca Raton, FL and has over 40 years of experience in the finance industry.
Christopher Arnold (CRD# 4507300) is an Investment Advisor Representative working at Eddleman & Eddleman Inc. in Sachse, TX and has over 21 years of experience in the finance industry.
Allen Auger (CRD# 4202386) is an Investment Advisor Representative working at Preservation Financial Management in Boca Raton, FL and has over 23 years of experience in the finance industry. Allen Auger 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.
Mario Ayala (CRD# 5598025) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 15 years of experience in the finance industry.
Randolph Balch (CRD# 11062) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 25 years of experience in the finance industry.