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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
Cathy Grimes (CRD# 3128416) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mckinney, TX and has over 8 years of experience in the finance industry.
Nathan Hale (CRD# 4268292) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bonham, TX and has over 23 years of experience in the finance industry.
John Hanson (CRD# 2750146) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 27 years of experience in the finance industry.
John Harman (CRD# 5870217) is an Investment Advisor Representative working at Harman Rogowski & Associates in Mckinney, TX and has over 12 years of experience in the finance industry.
Daniel Harvey (CRD# 4700984) is an Investment Advisor Representative working at Dh Asset Management, LLC in Parker, TX and has over 20 years of experience in the finance industry.
Christopher Hathaway (CRD# 4395186) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
David Heard (CRD# 1839961) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 35 years of experience in the finance industry.
Marc Helfrich (CRD# 4564400) is an Investment Advisor Representative working at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX and has over 21 years of experience in the finance industry.
Samantha Hendricks (CRD# 5233941) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has over 16 years of experience in the finance industry.
Thomas Herrin (CRD# 4252225) is an Investment Advisor Representative working at Financial Advocates Investment Management in Mckinney, TX and has over 23 years of experience in the finance industry. Thomas Herrin 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.