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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
Paul Kelley (CRD# 4605244) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lone Oak, TX and has over 21 years of experience in the finance industry.
Kurt Klobassa (CRD# 7835336) is an Investment Advisor Representative working at Benchmark Financial in Allen, TX and has 1 year of experience in the finance industry.
Nolan Kopkin (CRD# 7293973) is an Investment Advisor Representative working at Kopkin Capital Management, LLC in Allen, TX and has over 2 years of experience in the finance industry.
Philip Maguire (CRD# 5492669) is an Investment Advisor Representative working at Maguire Stewardship Partners in Allen, TX and has over 10 years of experience in the finance industry.
David Pettus (CRD# 7079933) is an Investment Advisor Representative working at Blue Rock Capital in Allen, TX and has over 4 years of experience in the finance industry.
Krishna Velaga (CRD# 7833799) is an Investment Advisor Representative working at Velaga Advisors LLC in Allen, TX and has 1 year of experience in the finance industry.
Chao Zhang (CRD# 7405406) is an Investment Advisor Representative working at Think Different Wealth Advisors LLC in Allen, TX and has 1 year of experience in the finance industry. Chao Zhang 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.