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Distance Only Wylie, TX
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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
John Rivera (CRD# 5336853) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wylie, TX and has over 16 years of experience in the finance industry.
Jarrod Rush (CRD# 5346564) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wylie, TX and has over 16 years of experience in the finance industry.
Tony Stevens (CRD# 3211893) is an Investment Advisor Representative working at Morgan Stanley in Wylie, TX and has over 24 years of experience in the finance industry.
Julia Thorman (CRD# 1573331) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 36 years of experience in the finance industry. Julia Thorman 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.
Erin Williams (CRD# 6726852) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 7 years of experience in the finance industry.
Joshua Young (CRD# 6181520) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wylie, TX and has over 10 years of experience in the finance industry.
Derek Draper (CRD# 7195462) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 3 years of experience in the finance industry.
Allen Mueller (CRD# 7514874) is an Investment Advisor Representative working at 7 Saturdays Financial in Wylie, TX and has 1 year of experience in the finance industry.
James Suttles (CRD# 7625432) is an Investment Advisor Representative working at Better Pockets Financial in Wylie, TX and has 1 year of experience in the finance industry.
Claudia Taylor (CRD# 7659418) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wylie, TX and has 1 year of experience in the finance industry.