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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
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.
Devon Sheets (CRD# 7432342) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Wylie, TX and has over 2 years 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.
Allison Wilson (CRD# 7222998) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wylie, TX and has over 3 years of experience in the finance industry. Allison Wilson 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.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.