-
Distance Only Addison, TX
-
COMPENSATION Either
-
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
David Sims (CRD# 5572258) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 15 years of experience in the finance industry. David Sims 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.
Jessica Smith (CRD# 4835643) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 18 years of experience in the finance industry.
Michael Smith (CRD# 1053913) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Addison, TX and has over 38 years of experience in the finance industry.
William Summitt (CRD# 4845064) is an Investment Advisor Representative working at Golconda Capital Management, LLC in Addison, TX and has over 19 years of experience in the finance industry.
Robert Sweeney (CRD# 865484) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 40 years of experience in the finance industry.
Sam Thornal (CRD# 4483137) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Addison, TX and has over 22 years of experience in the finance industry. Sam Thornal 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.
Scott Vehslage (CRD# 2008336) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Addison, TX and has over 34 years of experience in the finance industry.
Patrick Wallace (CRD# 5262246) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Addison, TX and has over 17 years of experience in the finance industry.
Michael Ware (CRD# 4660145) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Addison, TX and has over 20 years of experience in the finance industry.
Michael Weaver (CRD# 1109284) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Addison, TX and has over 20 years of experience in the finance industry. Michael Weaver 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.