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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
David Taylor (CRD# 704130) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corsicana, TX and has over 44 years of experience in the finance industry.
Audra Thouin (CRD# 2984071) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Allen, TX and has over 25 years of experience in the finance industry.
Richard Wilson (CRD# 2075691) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, TX and has over 33 years of experience in the finance industry. Richard Wilson 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.
Stephen Galanakis (CRD# 7334798) is an Investment Advisor Representative working at Blackbox Capital Management in Allen, TX and has over 3 years of experience in the finance industry.
William Helvey (CRD# 4686706) is an Investment Advisor Representative working at Edward Jones in Canton, TX and has over 4 years of experience in the finance industry.
Kurt Klobassa (CRD# 7835336) is an Investment Advisor Representative working at Benchmark Financial in Allen, TX and has 1 year of experience in the finance industry.
Nolan Kopkin (CRD# 7293973) is an Investment Advisor Representative working at Kopkin Capital Management, LLC in Allen, TX and has over 2 years of experience in the finance industry.
Philip Maguire (CRD# 5492669) is an Investment Advisor Representative working at Maguire Stewardship Partners in Allen, TX and has over 10 years of experience in the finance industry.
David Pettus (CRD# 7079933) is an Investment Advisor Representative working at Blue Rock Capital in Allen, TX and has over 4 years of experience in the finance industry.
Hayden Shaddox (CRD# 7542844) is an Investment Advisor Representative working at Lpl Financial LLC in Athens, TX and has 1 year of experience in the finance industry.