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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 Carroll (CRD# 5683655) is an Investment Advisor Representative working at Black Swan Management Group, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.
Royal Carson (CRD# 41939) is an Investment Advisor Representative working at Carson Management Company, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Shannon Carson (CRD# 3081343) is an Investment Advisor Representative working at Alliance Wealth Management, LLC in Dallas, TX and has over 25 years of experience in the finance industry.
Bill Carter (CRD# 41992) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 41 years of experience in the finance industry. Bill Carter 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.
Glen Carter (CRD# 1055009) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Dallas, TX and has over 29 years of experience in the finance industry.
John Carter (CRD# 6311706) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.
Solomon Cartier (CRD# 2200284) is an Investment Advisor Representative working at Hightower Advisors, LLC in Dallas, TX and has over 26 years of experience in the finance industry. Solomon Cartier 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.
Jena Cartusciello (CRD# 6496394) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 7 years of experience in the finance industry.
Lois Cartwright (CRD# 1037657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 42 years of experience in the finance industry.
Matthew Cash (CRD# 5585697) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry. Matthew Cash 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.