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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
Michael Urso (CRD# 3176697) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Michael Urso 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.
John Varao (CRD# 1773979) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 35 years of experience in the finance industry.
James Verlato (CRD# 2788795) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 27 years of experience in the finance industry.
Phillip Vick (CRD# 1541335) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Irving, TX and has over 37 years of experience in the finance industry.
Raymond Vogt (CRD# 3252678) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Lanny Walker (CRD# 3248246) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Richard Wang (CRD# 4658993) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irving, TX and has over 21 years of experience in the finance industry.
James Warburton (CRD# 6599877) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has 1 year of experience in the finance industry. James Warburton 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.
Joseph Ware (CRD# 2363534) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irving, TX and has over 31 years of experience in the finance industry. Joseph Ware 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.
Timothy Warren (CRD# 4093611) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.