Distance Only Highland Vlg, TX
- 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
Dale McMullen (CRD# 4075671) is an Investment Advisor Representative working at Financial Advantage in Highland Vlg, TX and has over 22 years of experience in the finance industry. Dale McMullen 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.
Andrew Roethele (CRD# 6159052) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Highland Vlg, TX and has over 8 years of experience in the finance industry.