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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
Kerri Miene (CRD# 4344868) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Irving, TX and has over 23 years of experience in the finance industry.
Thad Miers (CRD# 2172948) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Mark Miller (CRD# 5212946) is an Investment Advisor Representative working at Miller Equity Capital Advisors in Irving, TX and has 1 year of experience in the finance industry.
Scott Mitchem (CRD# 4042620) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Christopher Mohring (CRD# 6240117) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 10 years of experience in the finance industry. Christopher Mohring 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.
Brett Moody (CRD# 5466803) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Meri Mora (CRD# 4267321) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Irving, TX and has over 7 years of experience in the finance industry.
Adib Motiwala (CRD# 5875297) is an Investment Advisor Representative working at Motiwala Capital in Irving, TX and has over 13 years of experience in the finance industry.
Asad Motiwala (CRD# 5656312) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Irving, TX and has over 15 years of experience in the finance industry.
Jeffrey Murry (CRD# 5649127) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry. Jeffrey Murry 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.