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Distance Only Frisco, 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
Bao Le (CRD# 2878500) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, TX and has over 27 years of experience in the finance industry.
Frederick Leano (CRD# 6504454) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 8 years of experience in the finance industry.
Amy Legate (CRD# 4570551) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 19 years of experience in the finance industry. Amy Legate 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.
Gregory Leisey (CRD# 2253692) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 31 years of experience in the finance industry.
Bruce Lewin (CRD# 2753178) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 27 years of experience in the finance industry.
Danny Li (CRD# 5900317) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 12 years of experience in the finance industry.
Jay Liberman (CRD# 3050026) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 26 years of experience in the finance industry.
Steven Lipp (CRD# 3084441) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frisco, TX and has over 25 years of experience in the finance industry.
Ezra Litton (CRD# 5847930) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 13 years of experience in the finance industry.
Harry Loftus (CRD# 1733345) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 36 years of experience in the finance industry.