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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
Erica Tyree (CRD# 6821322) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 5 years of experience in the finance industry.
Paul Valtierra (CRD# 2994225) is an Investment Advisor Representative working at Wells Fargo Advisors in Frisco, TX and has over 26 years of experience in the finance industry.
Shruti Vasa (CRD# 6720836) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 5 years of experience in the finance industry.
Harry Wallace (CRD# 6006012) 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.
Matthew Waltmon (CRD# 4378048) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Frisco, TX and has over 22 years of experience in the finance industry.
Steven Watkins (CRD# 2852255) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 27 years of experience in the finance industry.
Stephen Weathers (CRD# 4708850) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 20 years of experience in the finance industry.
James Webb (CRD# 4505044) is an Investment Advisor Representative working at Advisor Resource Council in Frisco, TX and has over 22 years of experience in the finance industry.
William Wehner (CRD# 5167550) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 17 years of experience in the finance industry.
Jon Weidenbach (CRD# 2738706) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 28 years of experience in the finance industry.