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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
Amy Abens (CRD# 6909749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
Heath Abernathy (CRD# 2785474) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grapevine, TX and has over 27 years of experience in the finance industry. Heath Abernathy 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.
Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 20 years of experience in the finance industry.
Kimberly Abmeyer (CRD# 4288287) is an Investment Advisor Representative working at Org Partners in Dallas, TX and has over 22 years of experience in the finance industry. Kimberly Abmeyer 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.
Andres Abramovits (CRD# 4300223) is an Investment Advisor Representative working at Edward Jones in Carrollton, TX and has over 23 years of experience in the finance industry.
Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry.
Ramsey Abu-Shair (CRD# 5352754) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
Tanya Ackermann (CRD# 6303332) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fort Worth, TX and has over 9 years of experience in the finance industry.
Jarett Adair (CRD# 5077551) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 17 years of experience in the finance industry.
Blake Adams (CRD# 6492477) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 8 years of experience in the finance industry.