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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
Jason Reed (CRD# 5329572) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 17 years of experience in the finance industry.
Seth Sartain (CRD# 6926749) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 6 years of experience in the finance industry. Seth Sartain 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.
Ryan Seibert (CRD# 7822631) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has 1 year of experience in the finance industry.
Conor Shepard (CRD# 7355142) is an Investment Advisor Representative working at Advisor Resource Council in Allen, TX and has 1 year of experience in the finance industry.
Jonathan Smilie (CRD# 7429480) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 2 years of experience in the finance industry.
Nathaniel Thiemann (CRD# 7384861) is an Investment Advisor Representative working at Exemplar Wealth Partners LLC in Allen, TX and has over 2 years of experience in the finance industry.
Vaughn Thompson (CRD# 5162046) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has 1 year of experience in the finance industry.
Derek True (CRD# 6135035) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Allen, TX and has over 2 years of experience in the finance industry.
Stacy Tuma (CRD# 6607902) is an Investment Advisor Representative working at Primerica Advisors in Allen, TX and has over 3 years of experience in the finance industry.
David Vicha (CRD# 5921842) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has over 4 years of experience in the finance industry.