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Distance Only Keller, 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
Katherine Nolte (CRD# 3167977) is an Investment Advisor Representative working at Wealthtrust Asset Management, LLC in Keller, TX and has over 25 years of experience in the finance industry.
Brad Novotny (CRD# 6556062) is an Investment Advisor Representative working at Edward Jones in Keller, TX and has over 8 years of experience in the finance industry.
Mark Pottle (CRD# 2619029) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Keller, TX and has over 28 years of experience in the finance industry.
Michael Raich (CRD# 6929848) is an Investment Advisor Representative working at Edward Jones in Keller, TX and has over 5 years of experience in the finance industry.
Anthony Rizzo (CRD# 6438477) is an Investment Advisor Representative working at Provision Asset, LLC in Keller, TX and has over 9 years of experience in the finance industry.
Aaron Soderstrom (CRD# 5064025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keller, TX and has over 14 years of experience in the finance industry.
Danielle Sorrenson (CRD# 2534379) is an Investment Advisor Representative working at Avantax Advisory Services in Keller, TX and has over 26 years of experience in the finance industry.
Britton Taylor (CRD# 3158186) is an Investment Advisor Representative working at Taylor & Taylor Financial Services in Keller, TX and has over 25 years of experience in the finance industry. Britton Taylor 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.
Chet Teichman (CRD# 4221240) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keller, TX and has over 23 years of experience in the finance industry.
Brian Wasson (CRD# 4329934) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Keller, TX and has over 20 years of experience in the finance industry.