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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
Regan Stephenson (CRD# 5936106) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 13 years of experience in the finance industry.
Joyce Stewart (CRD# 5399934) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, TX and has over 14 years of experience in the finance industry.
Robert Straight (CRD# 2502075) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 29 years of experience in the finance industry.
Angela Svitak (CRD# 6453398) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 9 years of experience in the finance industry.
Alan Tama (CRD# 6848797) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 6 years of experience in the finance industry.
Jason Tarver (CRD# 2569913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 28 years of experience in the finance industry.
Lori Tegtmeyer (CRD# 4929290) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Frisco, TX and has over 18 years of experience in the finance industry.
Holli Terry (CRD# 5366197) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 16 years of experience in the finance industry.
John Terry (CRD# 1656995) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 37 years of experience in the finance industry.
Mark Theriault (CRD# 1888502) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 35 years of experience in the finance industry.