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Distance Only Lewisville, 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
Angelo Prieto (CRD# 4837146) is an Investment Advisor Representative working at Global Financial Advisor I, LP in Lewisville, TX and has over 19 years of experience in the finance industry. Angelo Prieto 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.
Jennifer Pritchard (CRD# 6070060) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has 1 year of experience in the finance industry. Jennifer Pritchard 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.
Patrick Rowe (CRD# 4664015) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 20 years of experience in the finance industry.
Bryan Sechrist (CRD# 5323372) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 16 years of experience in the finance industry.
Susan Seiter (CRD# 1315238) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 21 years of experience in the finance industry.
Antonio Sosa (CRD# 6740183) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.
Jerry Stowers (CRD# 3247350) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 24 years of experience in the finance industry.
Scott Strange (CRD# 2834300) is an Investment Advisor Representative working at Lpl Financial LLC in Lewisville, TX and has over 27 years of experience in the finance industry.
Denise Stuart (CRD# 5246423) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 17 years of experience in the finance industry.
Paul Thibodeaux (CRD# 4142971) is an Investment Advisor Representative working at Bright Wealth Management, LLC in Lewisville, TX and has over 24 years of experience in the finance industry.