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Distance Metro area (25 miles)
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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
Julia Thorman (CRD# 1573331) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 36 years of experience in the finance industry. Julia Thorman 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.
Toni Threadgill (CRD# 6427355) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Emory, TX and has over 9 years of experience in the finance industry.
Dixie Turman (CRD# 3064366) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Commerce, TX and has over 25 years of experience in the finance industry.
Trey Turner (CRD# 6780657) is an Investment Advisor Representative working at Hackberry Capital Management in Royse City, TX and has over 7 years of experience in the finance industry.
Jesse Vaughn (CRD# 5854476) is an Investment Advisor Representative working at Edward Jones in Royse City, TX and has over 13 years of experience in the finance industry.
Erin Williams (CRD# 6726852) is an Investment Advisor Representative working at Lpl Financial LLC in Wylie, TX and has over 7 years of experience in the finance industry.
Joel Williams (CRD# 4856379) is an Investment Advisor Representative working at Spc in Heath, TX and has over 19 years of experience in the finance industry.
Bret Wilson (CRD# 3274285) is an Investment Advisor Representative working at Wilson Investment Services in Rockwall, TX and has over 24 years of experience in the finance industry.
Shonda Young (CRD# 5929120) is an Investment Advisor Representative working at Edward Jones in Lavon, TX and has over 9 years of experience in the finance industry.
Derek Alfinito (CRD# 6827629) is an Investment Advisor Representative working at Lpl Financial LLC in Rockwall, TX and has over 5 years of experience in the finance industry.