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Distance Only Arlington, 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
Weili Jiang (CRD# 7215529) is an Investment Advisor Representative working at Avantax Advisory Services in Arlington, TX and has over 3 years of experience in the finance industry.
Fang-hsi Lee (CRD# 7024852) is an Investment Advisor Representative working at Avantax Advisory Services in Arlington, TX and has 1 year of experience in the finance industry.
Taylor Lewis (CRD# 7712431) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has 1 year of experience in the finance industry.
Victoria Llanes (CRD# 6941035) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has 1 year of experience in the finance industry.
Khadia Michel (CRD# 7229461) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arlington, TX and has over 3 years of experience in the finance industry.
Elitha Moses (CRD# 6001704) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Arlington, TX and has over 12 years of experience in the finance industry.
Ly Nguyen (CRD# 7530126) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington, TX and has over 2 years of experience in the finance industry.
Regina Partida (CRD# 7118268) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has over 4 years of experience in the finance industry.
Alan Phillips (CRD# 7153751) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Arlington, TX and has over 3 years of experience in the finance industry.
Paige Phillips (CRD# 6657786) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arlington, TX and has over 3 years of experience in the finance industry. Paige Phillips 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.