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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
Arrin Simpson (CRD# 6362670) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 9 years of experience in the finance industry.
Monica Sipes (CRD# 5724163) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 14 years of experience in the finance industry. Monica Sipes 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.
Thomas Slater (CRD# 1391175) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 30 years of experience in the finance industry.
Mary Smelser (CRD# 863961) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frisco, TX and has over 27 years of experience in the finance industry.
Robert Smith (CRD# 2897385) 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.
Scott Smith (CRD# 5934581) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 12 years of experience in the finance industry.
Stuart Snook (CRD# 6255803) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 10 years of experience in the finance industry.
Aubrey Socha (CRD# 6251582) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 10 years of experience in the finance industry. Aubrey Socha 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 Stansell (CRD# 5818858) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 5 years of experience in the finance industry. Cody Stansell 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.
Edmund Steinert (CRD# 1709748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 29 years of experience in the finance industry.