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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
Erick Carlos (CRD# 5651002) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 14 years of experience in the finance industry.
Clint Carlson (CRD# 2410952) is an Investment Advisor Representative working at Carlson Capital, LP in Dallas, TX and has over 30 years of experience in the finance industry.
Randy Carlson (CRD# 2801612) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 27 years of experience in the finance industry.
Anna Carlyle (CRD# 2190953) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 32 years of experience in the finance industry. Anna Carlyle 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 Carpenter (CRD# 2693859) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Dallas, TX and has over 28 years of experience in the finance industry.
Mason Carrico (CRD# 7006864) is an Investment Advisor Representative working at Stephens in Dallas, TX and has over 5 years of experience in the finance industry.
Christopher Carrie (CRD# 4655871) is an Investment Advisor Representative working at Uptown Capital Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
Patrick Carrigan (CRD# 1031326) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 42 years of experience in the finance industry.
Brian Carrillo (CRD# 6413241) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 9 years of experience in the finance industry.
Holly Carroccio (CRD# 1691581) is an Investment Advisor Representative working at Mml Investors Services, LLC in Dallas, TX and has over 36 years of experience in the finance industry. Holly Carroccio 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.