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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
David Piccolo (CRD# 2327089) is an Investment Advisor Representative working at Piccolo Investment Consulting, LLC in Denton, TX and has over 31 years of experience in the finance industry.
David Ragan (CRD# 4590748) is an Investment Advisor Representative working at Grunden Financial Advisory, Inc. in Denton, TX and has 1 year of experience in the finance industry. David Ragan 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.
Robert Ratcliff (CRD# 1888152) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Denton, TX and has over 35 years of experience in the finance industry.
Casey Rench (CRD# 6155437) is an Investment Advisor Representative working at Relevance Capital Management in Denton, TX and has over 11 years of experience in the finance industry. Casey Rench 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.
James Rench (CRD# 1702679) is an Investment Advisor Representative working at Relevance Capital Management in Denton, TX and has over 36 years of experience in the finance industry. James Rench 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.
Jordan Rench (CRD# 7049987) is an Investment Advisor Representative working at Relevance Capital Management in Denton, TX and has over 5 years of experience in the finance industry.
Scott Robinson (CRD# 4673187) is an Investment Advisor Representative working at Lpl Financial LLC in Denton, TX and has over 20 years of experience in the finance industry. Scott Robinson 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 Shea (CRD# 1332015) is an Investment Advisor Representative working at First Advisors National, LLC in Denton, TX and has over 39 years of experience in the finance industry.
James Smith (CRD# 1191832) is an Investment Advisor Representative working at Edward Jones in Denton, TX and has over 40 years of experience in the finance industry. James Smith 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.
Timothy Smith (CRD# 6290417) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Denton, TX and has over 10 years of experience in the finance industry.