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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
David Piotrowski (CRD# 2942225) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 26 years of experience in the finance industry.
Maricela Ponce Zamalloa (CRD# 3047544) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 25 years of experience in the finance industry.
Phillip Powers (CRD# 1400797) is an Investment Advisor Representative working at Focus 401 (k) Group, LLC in Addison, TX and has over 31 years of experience in the finance industry.
Philip Pyrz (CRD# 4243606) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 23 years of experience in the finance industry.
Michael Ragsdale (CRD# 4994342) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 18 years of experience in the finance industry.
Mary Anne Redmond (CRD# 2369034) is an Investment Advisor Representative working at Money Concepts Advisory Service in Addison, TX and has over 30 years of experience in the finance industry. Mary Anne Redmond 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.
Paul Rennie (CRD# 6316839) is an Investment Advisor Representative working at Park Avenue Securities LLC in Addison, TX and has over 9 years of experience in the finance industry.
Jon Reppert (CRD# 1474315) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 37 years of experience in the finance industry. Jon Reppert 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 Robertson (CRD# 2287416) is an Investment Advisor Representative working at Robertson Opportunity Capital, LLC in Addison, TX and has over 31 years of experience in the finance industry.
Mitchell Robinson (CRD# 2371779) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Addison, TX and has over 30 years of experience in the finance industry.