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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
William Brown (CRD# 4140089) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Robert Brubaker (CRD# 2945338) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Nicholas Bruner (CRD# 6860302) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 6 years of experience in the finance industry.
Adam Buchanan (CRD# 6276246) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry.
Tara Bueno (CRD# 3064718) is an Investment Advisor Representative working at American Beacon Advisors, Inc. in Irving, TX and has over 25 years of experience in the finance industry.
Cheryl Cadenhead (CRD# 4029140) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Irving, TX and has over 24 years of experience in the finance industry. Cheryl Cadenhead 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.
Clinton Calhoun (CRD# 6816137) is an Investment Advisor Representative working at Potential Wealth Management LLC in Irving, TX and has over 7 years of experience in the finance industry.
Teresa Campbell (CRD# 5588361) is an Investment Advisor Representative working at The Ayco Company, LP in Irving, TX and has over 15 years of experience in the finance industry.
Robert Carmines (CRD# 4073521) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Benjamin Carr (CRD# 6822667) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irving, TX and has over 6 years of experience in the finance industry.