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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
Sylvia Armendariz (CRD# 5778445) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 13 years of experience in the finance industry.
Antonio Arteaga (CRD# 2282649) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 31 years of experience in the finance industry.
David Barnes (CRD# 2077476) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcallen, TX and has over 33 years of experience in the finance industry.
Drake Barnes (CRD# 6075883) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcallen, TX and has over 9 years of experience in the finance industry. Drake Barnes 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.
Armondo Brennan (CRD# 2575541) is an Investment Advisor Representative working at Eagle Strategies LLC in Mcallen, TX and has over 28 years of experience in the finance industry.
Jesus Cantu (CRD# 1683309) is an Investment Advisor Representative working at Avantax Advisory Services in Edinburg, TX and has over 36 years of experience in the finance industry.
Jorge Cantu (CRD# 5874579) is an Investment Advisor Representative working at Pnc Investments in San Juan, TX and has over 12 years of experience in the finance industry.
Margaret Capehart (CRD# 4652786) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcallen, TX and has over 20 years of experience in the finance industry. Margaret Capehart 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.
Justin Cappadona (CRD# 2775857) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Mcallen, TX and has over 27 years of experience in the finance industry.
Samuel Carter (CRD# 4689163) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 20 years of experience in the finance industry.