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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
Denise Scharfenberger (CRD# 2480910) is an Investment Advisor Representative working at Lpl Financial LLC in Allen, TX and has over 16 years of experience in the finance industry.
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.
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.
Alan Spencer (CRD# 1893795) is an Investment Advisor Representative working at Avantax Advisory Services in Allen, TX and has over 35 years of experience in the finance industry. Alan Spencer 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.
John Stephens (CRD# 4338015) is an Investment Advisor Representative working at Royal Fund Management, LLC in Allen, TX and has over 23 years of experience in the finance industry.
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.
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.
Audra Thouin (CRD# 2984071) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 25 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.