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Distance Only Harlingen, 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
Louise Ambriz (CRD# 6805674) is an Investment Advisor Representative working at Edward Jones in Harlingen, TX and has over 6 years of experience in the finance industry.
Samuel Carter (CRD# 4689163) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 20 years of experience in the finance industry.
Carlos Cuellar (CRD# 3159392) is an Investment Advisor Representative working at Edward Jones in Harlingen, TX and has over 23 years of experience in the finance industry.
Robert Farris (CRD# 6546285) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has 1 year of experience in the finance industry. Robert Farris 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.
Ricardo Garcia Fuentes (CRD# 5730654) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 14 years of experience in the finance industry.
Angelica Garrido (CRD# 5135785) is an Investment Advisor Representative working at Pnc Investments in Harlingen, TX and has over 17 years of experience in the finance industry.
David Heffernan (CRD# 1413572) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 38 years of experience in the finance industry.
Matt Heffernan (CRD# 4004904) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Harlingen, TX and has over 12 years of experience in the finance industry.
Monte Martin (CRD# 2585401) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harlingen, TX and has over 29 years of experience in the finance industry.
Michael Mezmar (CRD# 1270214) is an Investment Advisor Representative working at Lpl Financial LLC in Harlingen, TX and has over 39 years of experience in the finance industry.