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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
Anderson Brooks (CRD# 6849971) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allen, TX and has over 3 years of experience in the finance industry.
Albert Bryant (CRD# 7517165) is an Investment Advisor Representative working at First Choice Financial Planning LLC in Allen, TX and has 1 year of experience in the finance industry. Albert Bryant 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.
Julia Donato (CRD# 6741620) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allen, TX and has over 5 years of experience in the finance industry.
Alesa Downing (CRD# 7146846) is an Investment Advisor Representative working at Avantax Advisory Services in Allen, TX and has over 3 years of experience in the finance industry.
Ryan Eichner (CRD# 7774602) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has 1 year of experience in the finance industry.
Willie Ervin (CRD# 6908457) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has over 5 years of experience in the finance industry.
Gwendolyn Fischer (CRD# 5928816) is an Investment Advisor Representative working at Edward Jones in Allen, TX and has over 3 years of experience in the finance industry.
Michael Fuscardo (CRD# 7521481) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Allen, TX and has 1 year of experience in the finance industry.
Stephen Galanakis (CRD# 7334798) is an Investment Advisor Representative working at Blackbox Capital Management in Allen, TX and has over 3 years of experience in the finance industry.
Samuel Garcia (CRD# 7159168) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allen, TX and has over 4 years of experience in the finance industry.