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Distance Only Coppell, 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
Dex Norman (CRD# 6627859) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Coppell, TX and has over 7 years of experience in the finance industry. Dex Norman 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 Peterson (CRD# 5135281) is an Investment Advisor Representative working at Advisor Resource Council in Coppell, TX and has over 17 years of experience in the finance industry. John Peterson 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.
Thomas Philipp (CRD# 4001577) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Coppell, TX and has over 24 years of experience in the finance industry. Thomas Philipp 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.
Ricardo Roberto (CRD# 4824591) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Coppell, TX and has over 19 years of experience in the finance industry.
Paul Streiber (CRD# 2108422) is an Investment Advisor Representative working at Prs Wealth Management in Coppell, TX and has over 15 years of experience in the finance industry. Paul Streiber 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.
Patrick Thuemmel (CRD# 4902700) is an Investment Advisor Representative working at Samalin Wealth in Coppell, TX and has over 18 years of experience in the finance industry. Patrick Thuemmel 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.
Craig Turner (CRD# 6781134) is an Investment Advisor Representative working at Ranchwood Capital Management in Coppell, TX and has over 7 years of experience in the finance industry.
Dhiren Xavier (CRD# 6737300) is an Investment Advisor Representative working at Serendib Capital Management LLC in Coppell, TX and has over 7 years of experience in the finance industry.
Grantham Akerly (CRD# 7159256) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 4 years of experience in the finance industry. Grantham Akerly 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.
Bryan Bloodworth (CRD# 7375286) is an Investment Advisor Representative working at Edward Jones in Coppell, TX and has over 2 years of experience in the finance industry.