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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
Philip Brooks (CRD# 835586) is an Investment Advisor Representative working at Xo Wealth Management in Addison, TX and has over 42 years of experience in the finance industry.
Robert Brooks (CRD# 2257109) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has over 31 years of experience in the finance industry.
Tyler Brownlee (CRD# 6220126) is an Investment Advisor Representative working at Edward Jones in Addison, TX and has over 8 years of experience in the finance industry.
Robert Caldwell (CRD# 2168005) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Addison, TX and has over 32 years of experience in the finance industry.
Christopher Carrion (CRD# 6358358) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Addison, TX and has over 9 years of experience in the finance industry.
Ashvin Chheda (CRD# 4805189) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 19 years of experience in the finance industry.
Erin Cook (CRD# 5852227) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 11 years of experience in the finance industry.
Steve Cotton (CRD# 4233203) is an Investment Advisor Representative working at Private Advisor Group, LLC in Addison, TX and has over 23 years of experience in the finance industry.
Christopher Cruz (CRD# 5801639) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Addison, TX and has over 11 years of experience in the finance industry. Christopher Cruz 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 Deatherage (CRD# 2836842) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Addison, TX and has over 27 years of experience in the finance industry. Kyle Deatherage 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.