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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
Brian Seitz (CRD# 4596715) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 21 years of experience in the finance industry.
Ashish Shah (CRD# 6920906) is an Investment Advisor Representative working at Shah Tax And Financial Planning in Frisco, TX and has over 6 years of experience in the finance industry.
Angela Shaw (CRD# 5318600) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 16 years of experience in the finance industry.
Stephen Shelvey (CRD# 2299381) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 19 years of experience in the finance industry. Stephen Shelvey 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.
Kyle Shipley (CRD# 4414709) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 13 years of experience in the finance industry.
Raoul Shroff (CRD# 4032011) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 24 years of experience in the finance industry.
Sanjiv Shukla (CRD# 4195806) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Frisco, TX and has over 24 years of experience in the finance industry.
Kristi Shumate (CRD# 5336890) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 16 years of experience in the finance industry.
Jeremy Silvas (CRD# 2997190) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Frisco, TX and has over 26 years of experience in the finance industry.
Lawrence Silverman (CRD# 2113920) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 33 years of experience in the finance industry. Lawrence Silverman 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.