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Distance Only Allen, 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
Lisa Johnson (CRD# 4207925) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 23 years of experience in the finance industry.
Jesse Jones (CRD# 5189367) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allen, TX and has over 17 years of experience in the finance industry.
Jason Jupiterwala (CRD# 5887276) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Allen, TX and has over 12 years of experience in the finance industry.
James Keller (CRD# 4394047) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allen, TX and has over 22 years of experience in the finance industry.
Jay Khatter (CRD# 1151675) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Allen, TX and has over 37 years of experience in the finance industry.
Taeeon Kim (CRD# 3181444) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allen, TX and has over 25 years of experience in the finance industry.
James Lehman (CRD# 4219239) 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.
Henry Lessner (CRD# 4918075) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Allen, TX and has over 18 years of experience in the finance industry. Henry Lessner 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.
Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Allen, TX and has over 25 years of experience in the finance industry.
Joseph Logsdon (CRD# 4198367) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 20 years of experience in the finance industry. Joseph Logsdon 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.