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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
Justin Scott (CRD# 5412879) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Allen, TX and has over 5 years of experience in the finance industry.
Sean Scruggs (CRD# 4034420) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Allen, TX and has over 24 years of experience in the finance industry. Sean Scruggs 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.
Qing Selby (CRD# 6334135) is an Investment Advisor Representative working at Relyon Financial Advisors, LLC in Allen, TX and has over 10 years of experience in the finance industry. Qing Selby 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.
Daniel Stewart (CRD# 2649504) is an Investment Advisor Representative working at Revere Asset in Allen, TX and has over 28 years of experience in the finance industry.
Matthew Swarbrick (CRD# 5770614) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Allen, TX and has over 13 years of experience in the finance industry. Matthew Swarbrick 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.
Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 30 years of experience in the finance industry.
Charles Tran (CRD# 5195256) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has over 16 years of experience in the finance industry.
Donald Vandenbord (CRD# 6114133) is an Investment Advisor Representative working at Revere Asset in Allen, TX and has over 11 years of experience in the finance industry.
Clint Wammack (CRD# 4234570) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allen, TX and has over 23 years of experience in the finance industry.
Tamara Warfield (CRD# 6413861) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has over 9 years of experience in the finance industry.