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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
Justin Roundtree (CRD# 4301291) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 22 years of experience in the finance industry.
Tammia Rowe (CRD# 5085084) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Frisco, TX and has over 12 years of experience in the finance industry. Tammia Rowe 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 Royal (CRD# 1421953) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 38 years of experience in the finance industry.
Tyler Samuels (CRD# 5977539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 12 years of experience in the finance industry.
Margaret Sanchez (CRD# 1428632) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 31 years of experience in the finance industry.
Brad Sanders (CRD# 3081346) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 23 years of experience in the finance industry.
Erica Sanders (CRD# 6836795) 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.
Thomas Sanneman (CRD# 4704350) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 20 years of experience in the finance industry.
Dayle Scheinman (CRD# 4717401) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 15 years of experience in the finance industry.
Daniel Schluter (CRD# 6865739) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 6 years of experience in the finance industry.