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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
Carlos Lopez (CRD# 2528941) is an Investment Advisor Representative working at Two Pillars Asset Management in Frisco, TX and has over 29 years of experience in the finance industry.
John Lopez (CRD# 4409741) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Frisco, TX and has over 22 years of experience in the finance industry.
Scott Lyle (CRD# 6978338) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 6 years of experience in the finance industry.
Paul Lyons (CRD# 4900585) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 22 years of experience in the finance industry. Paul Lyons 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.
Sungwon Ma (CRD# 3162917) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 25 years of experience in the finance industry.
David Machemehl (CRD# 2293993) is an Investment Advisor Representative working at Asset Management Corporation in Frisco, TX and has over 31 years of experience in the finance industry.
Lana Mangold (CRD# 1057915) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Frisco, TX and has over 39 years of experience in the finance industry. Lana Mangold 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.
Cody Manis (CRD# 4488794) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frisco, TX and has over 22 years of experience in the finance industry.
Tracey Martin (CRD# 2013629) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Frisco, TX and has over 29 years of experience in the finance industry.
Mark Massey (CRD# 2912248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 26 years of experience in the finance industry.