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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
Dee Ann Abner (CRD# 4746003) is an Investment Advisor Representative working at Edward Jones in Denison, TX and has over 9 years of experience in the finance industry.
Mark Abner (CRD# 4140477) is an Investment Advisor Representative working at Edward Jones in Sherman, TX and has over 24 years of experience in the finance industry.
David Acosta (CRD# 5419686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 16 years of experience in the finance industry.
Darold Adami (CRD# 4403668) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sherman, TX and has over 22 years of experience in the finance industry.
Teresa Adams (CRD# 4044152) is an Investment Advisor Representative working at Gaddis Premier Wealth Advisors LLC in Denison, TX and has over 13 years of experience in the finance industry.
Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 30 years of experience in the finance industry.
Mark Ahmadi (CRD# 4575419) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 21 years of experience in the finance industry. Mark Ahmadi 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.
Mehdi Ahmadi (CRD# 6798426) is an Investment Advisor Representative working at Edward Jones in Mckinney, TX and has over 6 years of experience in the finance industry.
Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry. Kally Alkire 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.
Richard Alston (CRD# 3070449) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 25 years of experience in the finance industry. Richard Alston 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.