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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
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.
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.
Kenneth Lyons (CRD# 6786617) is an Investment Advisor Representative working at Edward Jones in Chandler, TX and has over 6 years of experience in the finance industry.
Phillip Parker (CRD# 1549861) is an Investment Advisor Representative working at Great Point Advisors, LLC in Allen, TX and has over 37 years of experience in the finance industry.
Richard Rogers (CRD# 5566783) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Hideaway, TX and has over 11 years of experience in the finance industry.
Barry Sartain (CRD# 2792276) is an Investment Advisor Representative working at Edward Jones in Gun Barrel City, TX and has over 27 years of experience in the finance industry.
James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Allen, TX and has over 8 years of experience in the finance industry.
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.