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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
Jerod Frank (CRD# 6672730) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Addison, TX and has over 7 years of experience in the finance industry.
Robert French (CRD# 6551890) 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.
Kolleen Freudiger (CRD# 4837148) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 19 years of experience in the finance industry. Kolleen Freudiger 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.
James Friendly (CRD# 4032216) is an Investment Advisor Representative working at Eagle Strategies LLC in Addison, TX and has over 16 years of experience in the finance industry.
Joel Fults (CRD# 5226253) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Addison, TX and has over 17 years of experience in the finance industry.
Andrew Gardner (CRD# 5615470) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Addison, TX and has over 15 years of experience in the finance industry. Andrew Gardner 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.
Frances Gardner (CRD# 2160225) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Addison, TX and has over 32 years of experience in the finance industry. Frances Gardner 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.
Justin Gedlen (CRD# 5186484) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Addison, TX and has over 14 years of experience in the finance industry. Justin Gedlen 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.
Pamela Goforth (CRD# 2882495) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 26 years of experience in the finance industry.
Jason Gower (CRD# 4671694) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 20 years of experience in the finance industry. Jason Gower 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.