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Distance Only Irving, 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
Teri Eddy (CRD# 4608184) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 years of experience in the finance industry. Teri Eddy 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.
Robert Edgar (CRD# 4290259) 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 Edgar 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.
Kevin Edwards (CRD# 4346161) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Shane Ellingson (CRD# 6221331) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry.
Brown Ewing (CRD# 4094927) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 6 years of experience in the finance industry.
Mark Exler (CRD# 4093625) 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 Fengler (CRD# 2227456) is an Investment Advisor Representative working at Signal Securities, Inc. in Irving, TX and has over 32 years of experience in the finance industry.
Peter Floersch (CRD# 4272937) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Daniel Flusche (CRD# 5871835) is an Investment Advisor Representative working at The Ayco Company, LP in Irving, TX and has over 13 years of experience in the finance industry.
Debra Fournerat (CRD# 4596558) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 21 years of experience in the finance industry.