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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
Richard Dirkse (CRD# 1676153) is an Investment Advisor Representative working at Leo Wealth, LLC in Rockwall, TX and has over 36 years of experience in the finance industry. Richard Dirkse 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.
Minh Doan (CRD# 6736532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockwall, TX and has over 7 years of experience in the finance industry.
Justin Dollins (CRD# 5705075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockwall, TX and has over 8 years of experience in the finance industry.
Deborah Duckworth (CRD# 4147556) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 23 years of experience in the finance industry.
Samuth Ean (CRD# 4749171) is an Investment Advisor Representative working at Lpl Financial LLC in Heath, TX and has over 18 years of experience in the finance industry.
Thomas Eifler (CRD# 1817915) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Plano, TX and has over 35 years of experience in the finance industry.
John Elisafidis (CRD# 4286236) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richardson, TX and has over 22 years of experience in the finance industry.
Ha Ellender (CRD# 6104615) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockwall, TX and has over 10 years of experience in the finance industry.
John Elsey (CRD# 2696990) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Rockwall, TX and has over 27 years of experience in the finance industry.
John Emmett (CRD# 2348092) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 29 years of experience in the finance industry.