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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
Ryan Merchant (CRD# 4286810) is an Investment Advisor Representative working at Edward Jones in Celina, TX and has over 23 years of experience in the finance industry.
James Moore (CRD# 6652719) is an Investment Advisor Representative working at Eclectic Associates, Inc. in Gunter, TX and has 1 year of experience in the finance industry. James Moore 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.
Michael Morgan (CRD# 4725083) is an Investment Advisor Representative working at Global Retirement Partners LLC in Sherman, TX and has over 20 years of experience in the finance industry.
Erin Myers (CRD# 4431100) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gunter, TX and has over 21 years of experience in the finance industry.
James Oldham (CRD# 1263492) is an Investment Advisor Representative working at Primerica Advisors in Denison, TX and has over 39 years of experience in the finance industry.
Toby Peters (CRD# 2020000) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Celina, TX and has over 34 years of experience in the finance industry.
Molly Phelps (CRD# 5709702) is an Investment Advisor Representative working at Advice And Planning Services in Celina, TX and has over 14 years of experience in the finance industry.
Shane Pruitt (CRD# 6142894) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Sherman, TX and has over 11 years of experience in the finance industry.
Brent Reed (CRD# 4689839) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Kiowa, TX and has over 20 years of experience in the finance industry.
David Rigg (CRD# 6473551) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 8 years of experience in the finance industry.