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Distance Only Addison, 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
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.
Dennis White (CRD# 6226149) is an Investment Advisor Representative working at First Command Advisory Services in Addison, TX and has over 10 years of experience in the finance industry.
Caleb Williams (CRD# 6209547) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Addison, TX and has over 8 years of experience in the finance industry.
Thomas Young (CRD# 475230) is an Investment Advisor Representative working at 7th Harvest Investments in Dallas, TX and has over 41 years of experience in the finance industry.
Mark Zorn (CRD# 2056837) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Addison, TX and has over 33 years of experience in the finance industry.
Stali Allport (CRD# 6022009) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Addison, TX and has over 12 years of experience in the finance industry.
Andrew Arrington (CRD# 6671252) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Addison, TX and has over 6 years of experience in the finance industry. Andrew Arrington 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.