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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
Karen Lucius (CRD# 5833165) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Addison, TX and has over 12 years of experience in the finance industry.
Adam Mastin (CRD# 6657056) is an Investment Advisor Representative working at First Command Advisory Services in Addison, TX and has over 7 years of experience in the finance industry.
Ian McGurran (CRD# 6371435) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 2 years of experience in the finance industry.
Rashi Poddar (CRD# 6888067) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 5 years of experience in the finance industry. Rashi Poddar 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.
Shawna Rusk (CRD# 7416805) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 2 years of experience in the finance industry.
Brentt Shropshire (CRD# 5027575) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 18 years of experience in the finance industry.
Richard Tyler (CRD# 7671217) is an Investment Advisor Representative working at Avantax Advisory Services in Addison, TX and has over 2 years of experience in the finance industry. Richard Tyler 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.