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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
Lauren Clay (CRD# 4869798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 16 years of experience in the finance industry.
James Clemensen (CRD# 5199235) is an Investment Advisor Representative working at Bfi Wealth Solutions, LLC in Dallas, TX and has over 17 years of experience in the finance industry. James Clemensen 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.
Kevin Clift (CRD# 1288936) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Dallas, TX and has over 39 years of experience in the finance industry.
Kyle Clift (CRD# 4979411) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Dallas, TX and has over 12 years of experience in the finance industry.
Mark Clift (CRD# 1834415) is an Investment Advisor Representative working at Hilltop Securities Inc. in Dallas, TX and has over 35 years of experience in the finance industry.
Bryan Clintsman (CRD# 2578152) is an Investment Advisor Representative working at Ernst & Young Investment Advisers LLP in Dallas, TX and has over 29 years of experience in the finance industry. Bryan Clintsman 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.
Brian Cloud (CRD# 5762919) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry. Brian Cloud 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.
J Cloyd (CRD# 1808900) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 35 years of experience in the finance industry.
Gary Coats (CRD# 4449448) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 22 years of experience in the finance industry. Gary Coats 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.
Douglas Cochran (CRD# 2516376) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 29 years of experience in the finance industry.